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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 22 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PFFD GLOBAL X FDS 108,284.0 $2.0M 0.01% -1.3M -92.4% $18.40 +2.2%
422 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 6,803.0 $2.0M 0.01% -13K -65.1% $292.77 +33.1%
423 TPH TRI POINTE HOMES INC Consumer Cyclical 42,562.0 $2.0M 0.01% -3K -6.2% $46.73 +0.5%
424 RRC RANGE RES CORP Energy 43,785.0 $2.0M 0.01% -57K -56.4% $45.18 -6.9%
425 ZTS ZOETIS INC Healthcare 16,699.0 $2.0M 0.01% -5K -21.4% $118.21 -32.6%
426 XCEM COLUMBIA ETF TR II 48,202.0 $2.0M 0.01% -546.0 -1.1% $40.81 +21.2%
427 MFC MANULIFE FINL CORP Financial Services 56,609.0 $1.9M 0.01% -14K -19.6% $34.44 +13.4%
428 NTAP NETAPP INC Technology 19,008.0 $1.9M 0.01% -29K -60.8% $102.39 +21.1%
429 SUSA ISHARES TR 14,686.0 $1.9M 0.01% -3K -15.2% $132.10 +14.0%
430 AVY AVERY DENNISON CORP Industrials 11,207.0 $1.9M 0.01% -2K -17.6% $172.68 -8.0%
431 TPSC TIMOTHY PLAN 45,132.0 $1.9M 0.01% -2K -3.2% $42.45 +6.0%
432 FFIN FIRST FINL BANKSHARES INC Financial Services 65,026.0 $1.9M 0.01% -28K -30.1% $29.45 +9.3%
433 RPM RPM INTL INC Basic Materials 19,255.0 $1.9M 0.01% -14K -42.7% $99.40 -0.9%
434 IAPR INNOVATOR ETFS TRUST 60,327.0 $1.9M 0.01% -583.0 -1.0% $31.67 +4.3%
435 XDQQ INNOVATOR ETFS TRUST 51,564.0 $1.9M 0.01% -6K -10.1% $36.99 +9.2%
436 DOL WISDOMTREE TR 28,018.0 $1.9M 0.01% -2K -6.8% $67.99 +9.0%
437 DBX DROPBOX INC Technology 83,811.0 $1.9M 0.01% -144K -63.2% $22.72 +19.9%
438 LH LABCORP HOLDINGS INC Healthcare 7,114.0 $1.9M 0.01% -339.0 -4.5% $266.82 -4.1%
439 EXR EXTRA SPACE STORAGE INC Real Estate 14,403.0 $1.9M 0.01% -5K -25.3% $131.13 +9.7%
440 FRPT FRESHPET INC Consumer Defensive 32,030.0 $1.9M 0.01% -2K -5.4% $58.96 -13.0%
Page 22 of 81  ·  1,606 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%