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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 155 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3081 FXR FIRST TR EXCHANGE-TRADED FD 1,535.0 $125K -32K -95.4% $81.63 +8.8%
3082 VIOO VANGUARD ADMIRAL FDS INC 1,089.0 $125K -189.0 -14.8% $114.84 +16.6%
3083 FMY FIRST TR MTG INCOME FD Financial Services 10,603.0 $125K +823.0 +8.4% $11.77 +0.3%
3084 USTB VICTORY PORTFOLIOS II 2,466.0 $125K $50.58 +0.0%
3085 CORZ CORE SCIENTIFIC INC NEW Technology 8,326.0 $125K +290.0 +3.6% $14.96 +85.8%
3086 RPD RAPID7 INC Technology 22,572.0 $124K +6K +35.5% $5.51 +28.5%
3087 EUSB ISHARES TR 2,855.0 $124K -62.0 -2.1% $43.51 +0.1%
3088 BCO BRINKS CO Industrials 1,198.0 $124K -281.0 -19.0% $103.63 -7.1%
3089 ARKO ARKO CORP Consumer Cyclical 22,299.0 $124K +4K +20.9% $5.56 +38.5%
3090 RODM LATTICE STRATEGIES TR 3,141.0 $124K -142.0 -4.3% $39.42 +3.1%
3091 BUG GLOBAL X FDS 4,928.0 $124K -6K -56.2% $25.11 +36.2%
3092 NTST NETSTREIT CORP Real Estate 6,559.0 $124K -282.0 -4.1% $18.83 +8.2%
3093 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 14,477.0 $123K -263.0 -1.8% $8.52 -0.8%
3094 PUK PRUDENTIAL PLC Financial Services 4,331.0 $123K +2K +82.7% $28.43 -7.7%
3095 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 15,233.0 $123K +2K +11.6% $8.08 -3.2%
3096 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 5,098.0 $122K +3K +175.4% $23.99 -13.0%
3097 EBND SPDR SERIES TRUST 5,916.0 $122K +1K +28.0% $20.64 +0.8%
3098 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 4,878.0 $122K +1K +43.1% $25.00 +10.9%
3099 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 3,332.0 $121K $36.36 +30.7%
3100 GDYN GRID DYNAMICS HLDGS INC Technology 21,230.0 $121K +20K +1306.9% $5.70 -5.1%
Page 155 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%