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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 210 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4181 TJUL INNOVATOR ETFS TRUST 661.0 $20K NEW $30.26 -0.1%
4182 HELO J P MORGAN EXCHANGE TRADED F 298.0 $20K NEW $67.11 +1.3%
4183 LOAR LOAR HOLDINGS INC Industrials 300.0 $20K NEW $66.67 +1.7%
4184 LRGC AB ACTIVE ETFS INC 263.0 $20K NEW $76.05 +9.8%
4185 XRX XEROX HOLDINGS CORP Technology 8,407.0 $20K NEW $2.38 +43.8%
4186 CURB CURBLINE PPTYS CORP Real Estate 881.0 $20K NEW $22.70 +34.7%
4187 KMTS KESTRA MED TECHNOLOGIES LTD Healthcare 747.0 $20K NEW $26.77 -28.2%
4188 SEIV SEI EXCHANGE TRADED FUNDS 448.0 $19K NEW $42.41 +14.4%
4189 BCAX BICARA THERAPEUTICS INC Healthcare 1,158.0 $19K NEW $16.41 +33.8%
4190 EWA ISHARES INC 739.0 $19K NEW $25.71 +12.7%
4191 EWI ISHARES INC 341.0 $19K NEW $55.72 +9.0%
4192 FDG AMERICAN CENTY ETF TR 150.0 $19K NEW $126.67 +6.3%
4193 FLRG FIDELITY COVINGTON TRUST 495.0 $19K NEW $38.38 +6.8%
4194 QQQJ INVESCO EXCH TRADED FD TR II 511.0 $19K NEW $37.18 +19.1%
4195 BBSC J P MORGAN EXCHANGE TRADED F 259.0 $19K NEW $73.36 +20.1%
4196 SWIM LATHAM GROUP INC Industrials 3,026.0 $19K NEW $6.28 -13.0%
4197 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 2,274.0 $19K NEW $8.36 -18.4%
4198 EATON VANCE TAX-ADVANTAGED G 635.0 $19K NEW $29.92
4199 AMERICAN COASTAL INS CORP 1,515.0 $19K NEW $12.54
4200 HUDSON PAC PPTYS INC 1,739.0 $19K NEW $10.93
Page 210 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%