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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 219 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4361 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 618.0 $14K NEW $22.65 +25.3%
4362 INMD INMODE LTD Healthcare 978.0 $14K NEW $14.31 -3.4%
4363 BSMQ INVESCO EXCH TRD SLF IDX FD 577.0 $14K NEW $24.26 -3.0%
4364 QQQH NEOS ETF TRUST 250.0 $14K NEW $56.00 -0.2%
4365 BSJS INVESCO EXCH TRD SLF IDX FD 614.0 $14K NEW $22.80 -4.5%
4366 DFH DREAM FINDERS HOMES INC Consumer Cyclical 837.0 $14K NEW $16.73 -12.5%
4367 YSEP FIRST TR EXCHNG TRADED FD VI 520.0 $14K NEW $26.92 +1.3%
4368 QSPT FIRST TR EXCHNG TRADED FD VI 443.0 $14K NEW $31.60 +8.6%
4369 LIFE360 INC 226.0 $14K NEW $61.95
4370 GCI LIBERTY INC 387.0 $14K NEW $36.18
4371 MIDCAP FINANCIAL INVSTMNT CO 1,190.0 $14K NEW $11.76
4372 ABRDN GLOBAL PREMIER PPTYS F 3,586.0 $14K NEW $3.90
4373 CITY OFFICE REIT INC 2,053.0 $14K NEW $6.82
4374 OM OUTSET MED INC Healthcare 3,680.0 $14K NEW $3.80 +12.0%
4375 SCHK SCHWAB STRATEGIC TR 427.0 $14K NEW $32.79 +8.9%
4376 SLVP ISHARES INC 423.0 $14K NEW $33.10 +7.3%
4377 PPTA PERPETUA RESOURCES CORP Basic Materials 570.0 $14K NEW $24.56 +12.0%
4378 AEYE AUDIOEYE INC Technology 1,395.0 $14K NEW $10.04 -27.5%
4379 EVH EVOLENT HEALTH INC Healthcare 3,619.0 $14K NEW $3.87 -0.7%
4380 DDLS WISDOMTREE TR 329.0 $14K NEW $42.55 +7.5%
Page 219 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%