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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 12 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AEP AMERICAN ELEC PWR CO INC Utilities 250,243.0 $32.8M 0.09% -5K -2.0% $131.08 -1.1%
222 WDC WESTERN DIGITAL CORP Technology 120,888.0 $32.7M 0.09% +18K +17.9% $270.49 +69.9%
223 SPSM SPDR SERIES TRUST 676,310.0 $32.7M 0.09% +29K +4.4% $48.32 +9.7%
224 SPTS SPDR SERIES TRUST 1,110,595.0 $32.4M 0.09% -333K -23.1% $29.18 -0.6%
225 CBOE CBOE GLOBAL MKTS INC Financial Services 115,114.0 $32.4M 0.09% -11K -8.6% $281.07 +25.2%
226 XLU SELECT SECTOR SPDR TR 697,503.0 $32.0M 0.08% -686K -49.6% $45.89 -1.9%
227 ALL ALLSTATE CORP Financial Services 153,921.0 $31.9M 0.08% -9K -5.8% $207.34 +3.4%
228 EPS WISDOMTREE TR 465,565.0 $31.7M 0.08% +32K +7.3% $68.11 +13.8%
229 XAR SPDR SERIES TRUST 124,568.0 $31.6M 0.08% -82K -39.7% $253.98 +4.9%
230 JMUB J P MORGAN EXCHANGE TRADED F 632,187.0 $31.6M 0.08% +117K +22.7% $49.99 -0.1%
231 VOT VANGUARD INDEX FDS 120,960.0 $31.1M 0.08% -11K -8.3% $257.35 +12.3%
232 PDBC INVESCO ACTVELY MNGD ETC FD 1,793,833.0 $31.1M 0.08% +232K +14.8% $17.32 +5.7%
233 CGMS CAPITAL GRP FIXED INCM ETF T 1,130,597.0 $30.8M 0.08% +176K +18.4% $27.23 +0.8%
234 UPS UNITED PARCEL SVCS INC Industrials 312,409.0 $30.7M 0.08% +15K +5.1% $98.38 +0.5%
235 GM GENERAL MTRS CO Consumer Cyclical 402,771.0 $30.0M 0.08% +88K +28.1% $74.50 +3.6%
236 NI NISOURCE INC Utilities 642,746.0 $30.0M 0.08% -30K -4.5% $46.66 +2.3%
237 ACN ACCENTURE PLC IRELAND Technology 150,912.0 $29.9M 0.08% -39K -20.6% $198.29 -10.3%
238 CIBR FIRST TR EXCHANGE-TRADED FD 477,063.0 $29.9M 0.08% -254K -34.7% $62.68 +31.1%
239 CI THE CIGNA GROUP Healthcare 111,342.0 $29.7M 0.08% +27K +31.3% $266.75 +5.7%
240 IDMO INVESCO EXCH TRADED FD TR II 538,915.0 $29.6M 0.08% +66K +13.9% $54.84 +9.2%
Page 12 of 284  ·  5,671 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%