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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 61 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 4,233.0 $47K -149.0 -3.4% $11.07 -23.3%
1202 CRPT FIRST TR EXCHNG TRADED FD VI 4,021.0 $47K -629.0 -13.5% $11.64 +28.6%
1203 RH RH Consumer Cyclical 333.0 $46K -159.0 -32.3% $139.63 -4.6%
1204 BFS SAUL CTRS INC Real Estate 1,427.0 $46K -17.0 -1.2% $32.58 +5.7%
1205 GRAB GRAB HOLDINGS LIMITED Technology 12,639.0 $46K -2K -11.3% $3.66 -2.7%
1206 FEZ SPDR INDEX SHS FDS 745.0 $46K -206.0 -21.7% $62.08 +8.7%
1207 NATH NATHANS FAMOUS INC Consumer Cyclical 459.0 $46K -66.0 -12.6% $100.73 +0.4%
1208 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 3,044.0 $46K -2K -35.6% $14.95 +8.8%
1209 VUSE ETF SER SOLUTIONS 720.0 $45K -153.0 -17.5% $62.81 +11.6%
1210 BGRN ISHARES TR 950.0 $45K -338.0 -26.2% $47.47 -0.4%
1211 DGCB DIMENSIONAL ETF TRUST 829.0 $45K -159.0 -16.1% $54.15 +0.4%
1212 HURN HURON CONSULTING GROUP INC Industrials 352.0 $45K -112.0 -24.1% $127.49 -17.4%
1213 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 4,806.0 $45K -172.0 -3.5% $9.31 -6.7%
1214 FLC FLAHERTY & CRUMRINE TOTAL RE Financial Services 2,674.0 $44K -117.0 -4.2% $16.60 +0.8%
1215 CGMM CAPITAL GROUP EQUITY ETF TR 1,503.0 $44K -487.0 -24.5% $29.36 +7.1%
1216 BKCI BNY MELLON ETF TRUST 892.0 $44K -399.0 -30.9% $49.47 +7.3%
1217 RLJ LODGING TR 1,812.0 $44K -412.0 -18.5% $24.10
1218 PFLT PENNANTPARK FLOATING RATE CA Financial Services 5,350.0 $43K -2K -27.5% $8.04 +3.1%
1219 CMTG CLAROS MTG TR INC Real Estate 17,821.0 $42K -5K -22.4% $2.38 -8.4%
1220 ETHO AMPLIFY ETF TR 641.0 $42K -470.0 -42.3% $66.08 +12.5%
Page 61 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%