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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 217 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4321 MLPB UBS AG LONDON BRANCH Financial Services 600.0 $15K NEW $25.00 +22.2%
4322 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 502.0 $15K NEW $29.88 -16.7%
4323 HYDW DBX ETF TR 315.0 $15K NEW $47.62 -1.9%
4324 SIBN SI-BONE INC Healthcare 769.0 $15K NEW $19.51 -24.7%
4325 LGOV FIRST TR EXCHANGE-TRADED FD 679.0 $15K NEW $22.09 -4.3%
4326 BYND BEYOND MEAT INC Consumer Defensive 17,826.0 $15K NEW $0.84 -9.0%
4327 FPWR FIRST TR EXCHANGE-TRADED FD 455.0 $15K NEW $32.97 +14.7%
4328 SLDP SOLID POWER INC Industrials 3,537.0 $15K NEW $4.24 -27.8%
4329 BBB FOODS INC 450.0 $15K NEW $33.33
4330 TIDAL TRUST II 736.0 $15K NEW $20.38
4331 INNOVATOR ETFS TRUST 587.0 $15K NEW $25.55
4332 INNOVATOR ETFS TRUST 540.0 $15K NEW $27.78
4333 CENTRAIS ELET BRAS SA 1,791.0 $15K NEW $8.38
4334 SANUWAVE HEALTH INC 495.0 $15K NEW $30.30
4335 ROOT INC 213.0 $15K NEW $70.42
4336 EXFY EXPENSIFY INC Technology 9,972.0 $15K NEW $1.50 -24.2%
4337 SCCR SCHWAB STRATEGIC TR 574.0 $15K NEW $26.13 -2.8%
4338 CHGX EA SERIES TRUST 536.0 $15K NEW $27.99 +14.2%
4339 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 156.0 $15K NEW $96.15 +9.4%
4340 LXRX LEXICON PHARMACEUTICALS INC Healthcare 13,179.0 $15K NEW $1.14 +89.8%
Page 217 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%