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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 40 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 AON AON PLC Financial Services 13,931.0 $4.9M 0.01% NEW $352.88 -8.1%
782 W WAYFAIR INC Consumer Cyclical 48,821.0 $4.9M 0.01% NEW $100.41 -35.5%
783 DBMF LITMAN GREGORY FDS TR 174,368.0 $4.9M 0.01% NEW $28.06 +10.9%
784 UJAN INNOVATOR ETFS TRUST 113,081.0 $4.9M 0.01% NEW $43.26 +4.0%
785 CHWY CHEWY INC Consumer Cyclical 147,590.0 $4.9M 0.01% NEW $33.05 -39.7%
786 ASML ASML HOLDING N V Technology 4,556.0 $4.9M 0.01% NEW $1070.02 +48.8%
787 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 47,881.0 $4.9M 0.01% NEW $101.40 -33.4%
788 DTH WISDOMTREE TR 93,820.0 $4.8M 0.01% NEW $51.61 +10.1%
789 EVUS ISHARES TR 151,103.0 $4.8M 0.01% NEW $32.04 +8.3%
790 VMC VULCAN MATLS CO Basic Materials 16,969.0 $4.8M 0.01% NEW $285.23 -7.7%
791 BOTZ GLOBAL X FDS 133,454.0 $4.8M 0.01% NEW $36.23 +9.4%
792 RJF RAYMOND JAMES FINL INC Financial Services 29,955.0 $4.8M 0.01% NEW $160.61 -5.3%
793 LSCC LATTICE SEMICONDUCTOR CORP Technology 65,367.0 $4.8M 0.01% NEW $73.58 +89.4%
794 IJT ISHARES TR 34,040.0 $4.8M 0.01% NEW $141.16 +13.8%
795 AXTA AXALTA COATING SYS LTD Basic Materials 148,094.0 $4.8M 0.01% NEW $32.31 -9.8%
796 UOCT INNOVATOR ETFS TRUST 122,419.0 $4.8M 0.01% NEW $39.04 +4.4%
797 VT VANGUARD INTL EQUITY INDEX F 33,852.0 $4.8M 0.01% NEW $141.06 +10.0%
798 UJUL INNOVATOR ETFS TRUST 122,668.0 $4.8M 0.01% NEW $38.75 +4.1%
799 FLQL FRANKLIN TEMPLETON ETF TR 68,382.0 $4.7M 0.01% NEW $69.33 +10.6%
800 DASH DOORDASH INC Communication Services 20,931.0 $4.7M 0.01% NEW $226.51 -29.7%
Page 40 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%