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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 226 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4501 BWMN BOWMAN CONSULTING GROUP LTD Industrials 327.0 $11K NEW $33.64 -7.6%
4502 MXCT MAXCYTE INC Healthcare 6,829.0 $11K NEW $1.61 -34.2%
4503 SEI EXCHANGE TRADED FUNDS 340.0 $11K NEW $32.35
4504 GCI LIBERTY INC 296.0 $11K NEW $37.16
4505 PROSHARES TR 2,754.0 $11K NEW $3.99
4506 ENCORE ENERGY CORP 4,514.0 $11K NEW $2.44
4507 TU TELUS CORPORATION Communication Services 811.0 $11K NEW $13.56 -8.4%
4508 HTHT H WORLD GROUP LTD Consumer Cyclical 224.0 $11K NEW $49.11 -5.6%
4509 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 646.0 $11K NEW $17.03 -16.5%
4510 OCUL OCULAR THERAPEUTIX INC Healthcare 929.0 $11K NEW $11.84 -30.6%
4511 KALV KALVISTA PHARMACEUTICALS INC Healthcare 659.0 $11K NEW $16.69 +60.4%
4512 GEM GOLDMAN SACHS ETF TR 273.0 $11K NEW $40.29 +24.4%
4513 GDS GDS HLDGS LTD Technology 309.0 $11K NEW $35.60 -1.2%
4514 DIAL COLUMBIA ETF TR I 573.0 $11K NEW $19.20 -5.9%
4515 FLCO FRANKLIN TEMPLETON ETF TR 508.0 $11K NEW $21.65 -1.8%
4516 DOMO DOMO INC Technology 1,312.0 $11K NEW $8.38 -57.3%
4517 TH TARGET HOSPITALITY CORP Industrials 1,330.0 $11K NEW $8.27 +120.8%
4518 NFE NEW FORTRESS ENERGY INC Utilities 9,916.0 $11K NEW $1.11 -46.0%
4519 ESMV ISHARES TR 368.0 $11K NEW $29.89 -0.4%
4520 MPTI M-TRON INDS INC Technology 208.0 $11K NEW $52.88 +50.4%
Page 226 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%