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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $36.9B AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5577 New
Page 204 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4061 MFDX PIMCO EQUITY SER 631.0 $24K NEW $38.03 +11.8%
4062 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 1,137.0 $24K NEW $21.11 +24.9%
4063 LCID LUCID GROUP INC Consumer Cyclical 2,299.0 $24K NEW $10.44 -51.9%
4064 VTEX VTEX Technology 6,419.0 $24K NEW $3.74 -2.9%
4065 ISHARES TR 844.0 $24K NEW $28.44
4066 NEWSMAX INC 3,146.0 $24K NEW $7.63
4067 NUVEEN CR STRATEGIES INCOME 4,757.0 $24K NEW $5.05
4068 CENTRAIS ELET BRAS SA 2,579.0 $24K NEW $9.31
4069 RSPE INVESCO EXCH TRADED FD TR II 792.0 $24K NEW $30.30 +12.0%
4070 EVEX EVE HLDG INC Industrials 5,913.0 $24K NEW $4.06 -31.5%
4071 NLOP NET LEASE OFFICE PROPERTIES Real Estate 922.0 $24K NEW $26.03 -54.7%
4072 BBD BANCO BRADESCO S A Financial Services 7,315.0 $24K NEW $3.28 +5.5%
4073 ARRY ARRAY TECHNOLOGIES INC Energy 2,578.0 $24K NEW $9.31 -15.6%
4074 CEVA CEVA INC Technology 1,112.0 $24K NEW $21.58 +112.2%
4075 PXJ INVESCO EXCHANGE TRADED FD T 828.0 $24K NEW $28.99 +44.9%
4076 EGY VAALCO ENERGY INC Energy 6,484.0 $24K NEW $3.70 +47.0%
4077 PCN PIMCO CORPORATE & INCM STRG Financial Services 1,845.0 $24K NEW $13.01 -9.1%
4078 TBBK BANCORP INC DEL Financial Services 350.0 $24K NEW $68.57 -18.3%
4079 PEBK PEOPLES BANCORP N C INC Financial Services 658.0 $24K NEW $36.47 +16.8%
4080 NAC NUVEEN CA QUALTY MUN INCOME Financial Services 1,983.0 $23K NEW $11.60 +2.7%
Page 204 of 279  ·  5,577 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Financial Services 19.7%
Healthcare 11.1%
Consumer Cyclical 9.6%
Industrials 8.9%
Communication Services 7.5%
Consumer Defensive 5.5%
Energy 3.3%
Utilities 2.6%
Real Estate 1.6%