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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 138 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2741 VCRB VANGUARD MALVERN FDS 2,608.0 $202K 0.00% +2K +343.5% $77.38 -0.4%
2742 CRITICAL METALS CORP 25,386.0 $202K 0.00% +316.0 +1.3% $7.94
2743 TECL DIREXION SHARES ETF TRUST 2,325.0 $201K 0.00% -110.0 -4.5% $86.53 +143.0%
2744 ANIK ANIKA THERAPEUTICS INC Healthcare 13,865.0 $201K 0.00% +5K +62.4% $14.50 +0.6%
2745 PFN PIMCO INCOME STRATEGY FD II Financial Services 29,081.0 $200K 0.00% -269.0 -0.9% $6.89 -1.3%
2746 FTRI FIRST TR EXCHANGE-TRADED FD 11,221.0 $200K 0.00% $17.85 -9.6%
2747 DEO DIAGEO PLC Consumer Defensive 2,687.0 $200K 0.00% -429.0 -13.8% $74.45 +10.5%
2748 ENTG ENTEGRIS INC Technology 1,703.0 $200K 0.00% +75.0 +4.6% $117.22 +43.5%
2749 TRIN TRINITY CAP INC Financial Services 13,532.0 $199K 0.00% +13K +1524.5% $14.71 +14.8%
2750 XSLV INVESCO EXCH TRADED FD TR II 4,217.0 $199K 0.00% +2K +63.8% $47.19 +9.0%
2751 COPX GLOBAL X FDS 2,604.0 $199K 0.00% +1K +97.7% $76.35 +4.1%
2752 PRLB PROTO LABS INC Industrials 3,486.0 $199K 0.00% +265.0 +8.2% $57.02 +40.0%
2753 GENI GENIUS SPORTS LIMITED Communication Services 44,645.0 $198K 0.00% +36K +433.2% $4.43 +32.3%
2754 AAT AMERICAN ASSETS TR INC Real Estate 10,736.0 $198K 0.00% -10K -48.6% $18.41 +32.3%
2755 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 34,182.0 $198K 0.00% +7K +24.7% $5.78 +0.7%
2756 INGRAM MICRO HLDG CORP 8,468.0 $197K 0.00% +4K +104.3% $23.31
2757 BBBI BONDBLOXX ETF TRUST 3,835.0 $197K 0.00% +476.0 +14.2% $51.43 -0.2%
2758 LOB LIVE OAK BANCSHARES INC Financial Services 5,935.0 $196K 0.00% +1K +20.5% $33.07 +20.6%
2759 CALM CAL MAINE FOODS INC Consumer Defensive 2,469.0 $195K 0.00% +74.0 +3.1% $79.15 +0.5%
2760 HTEC EXCHANGE TRADED CONCEPTS TRU 5,916.0 $195K 0.00% -878.0 -12.9% $33.02 +6.3%
Page 138 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%