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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $38.1B AUM 5,738 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 303 New 2977 Added 1606 Reduced 208 Exited
Page 4 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BLDX IMPAX FUNDS SERIES TRUST I 2,044.0 $52K NEW $25.65 +3.4%
62 FTCA PUTNAM ETF TRUST 7,000.0 $51K NEW $7.28 +0.0%
63 CGIB CAPITAL GRP FIXED INCM ETF T 1,932.0 $49K NEW $25.23 -0.1%
64 NAVN NAVAN INC Technology 3,359.0 $44K NEW $13.24 +42.6%
65 GLOO HOLDINGS INC 9,237.0 $44K NEW $4.81
66 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 4,220.0 $44K NEW $10.51 +2.0%
67 NNDM NANO DIMENSION LTD Technology 25,988.0 $44K NEW $1.70 -11.8%
68 TMFG RBB FD INC 1,557.0 $44K NEW $28.26 +9.4%
69 FISR SSGA ACTIVE TR 1,590.0 $41K NEW $25.72 -1.2%
70 EZET FRANKLIN ETHEREUM TR Financial Services 2,461.0 $39K NEW $15.90 +1.8%
71 MLPI NEOS ETF TRUST 672.0 $38K NEW $56.65 +1.1%
72 FERROVIAL SE 583.0 $38K NEW $65.05
73 GS CALL GOLDMAN SACHS GROUP INC Financial Services 500.0 $38K NEW $75.05 +1137.5%
74 TOUS T ROWE PRICE ETF INC 1,061.0 $37K NEW $34.54 +8.1%
75 VXX BARCLAYS BANK PLC Financial Services 1,000.0 $36K NEW $35.70 -24.4%
76 XLO XILIO THERAPEUTICS INC Healthcare 4,206.0 $35K NEW $8.41 +0.4%
77 MTR MESA RTY TR Energy 7,196.0 $35K NEW $4.86 -21.5%
78 PTA COHEN & STEERS TAX ADVAN PFD Financial Services 1,855.0 $35K NEW $18.74 +4.0%
79 TOPT ISHARES TR 1,206.0 $35K NEW $28.62 +18.3%
80 ATAIBECKLEY INC 9,549.0 $34K NEW $3.54
Page 4 of 16  ·  303 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 26.2%
Financial Services 18.8%
Healthcare 11.3%
Industrials 10.2%
Consumer Cyclical 9.5%
Communication Services 6.9%
Consumer Defensive 6.0%
Energy 4.5%
Utilities 3.0%
Basic Materials 1.9%