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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 121 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 WASH WASHINGTON TR BANCORP INC Financial Services 8,734.0 $292K 0.00% +929.0 +11.9% $33.46 +4.4%
2402 XHB SPDR SERIES TRUST 2,960.0 $292K 0.00% -418.0 -12.4% $98.72 +10.5%
2403 INVESCO QUALITY MUN INCOME T 30,367.0 $292K 0.00% +26K +576.0% $9.62
2404 VNET VNET GROUP INC Technology 34,740.0 $291K 0.00% -1K -3.4% $8.39 +4.3%
2405 PGX INVESCO EXCH TRADED FD TR II 26,783.0 $291K 0.00% +11K +66.4% $10.88 -0.3%
2406 PRCT PROCEPT BIOROBOTICS CORP Healthcare 11,595.0 $290K 0.00% +10K +719.4% $25.01 -15.8%
2407 BROS DUTCH BROS INC Consumer Cyclical 5,716.0 $290K 0.00% +2K +48.9% $50.66 +32.3%
2408 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 1,322.0 $289K 0.00% +1K +1069.9% $218.72 -12.0%
2409 SOUN SOUNDHOUND AI INC Technology 42,050.0 $289K 0.00% -362.0 -0.8% $6.87 +0.1%
2410 DFSD DIMENSIONAL ETF TRUST 6,031.0 $289K 0.00% -6K -47.8% $47.88 -0.1%
2411 WSO WATSCO INC Industrials 793.0 $289K 0.00% +83.0 +11.7% $363.97 +10.2%
2412 LRMR LARIMAR THERAPEUTICS INC Healthcare 64,126.0 $289K 0.00% +31K +96.5% $4.50 -18.7%
2413 DIVERSIFIED ENERGY CO 16,536.0 $288K 0.00% +14K +565.4% $17.44
2414 IYM ISHARES TR 1,637.0 $288K 0.00% +125.0 +8.3% $175.92 +5.2%
2415 WSBF WATERSTONE FINL INC MD Financial Services 15,968.0 $288K 0.00% +2K +12.8% $18.03 +6.5%
2416 IOT SAMSARA INC Technology 9,082.0 $288K 0.00% +2K +27.4% $31.69 -1.7%
2417 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1,966.0 $288K 0.00% +640.0 +48.3% $146.36 +21.9%
2418 GBX GREENBRIER COS INC Industrials 5,412.0 $285K 0.00% -865.0 -13.8% $52.65 -4.7%
2419 FIRST TR EXCHNG TRADED FD VI 8,661.0 $284K 0.00% +2K +38.4% $32.81
2420 ABVX ABIVAX SA Healthcare 2,550.0 $284K 0.00% +3K +10000.0% $111.35 -8.7%
Page 121 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%