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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 180 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3581 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 1,283.0 $68K -547.0 -29.9% $52.71 +2.1%
3582 GPGI GPGI INC Industrials 3,936.0 $67K -678.0 -14.7% $17.10 -11.9%
3583 EIPI FIRST TR EXCHNG TRADED FD VI 2,992.0 $67K $22.49 -1.9%
3584 MGTX MEIRAGTX HLDGS PLC Healthcare 7,768.0 $67K $8.66 +39.8%
3585 CBAN COLONY BANKCORP INC Financial Services 3,366.0 $67K +237.0 +7.6% $19.97 +3.4%
3586 OSCR OSCAR HEALTH INC Healthcare 5,855.0 $67K -1K -16.9% $11.47 +159.7%
3587 FFOG FRANKLIN TEMPLETON ETF TR 1,632.0 $67K +2K +1195.2% $41.08 +18.9%
3588 THO THOR INDS INC Consumer Cyclical 838.0 $67K +44.0 +5.5% $79.89 -1.4%
3589 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 1,983.0 $67K +233.0 +13.3% $33.74 +15.2%
3590 BETZ LISTED FDS TR 3,733.0 $67K $17.86 +5.1%
3591 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 6,500.0 $67K NEW $10.25 +824.8%
3592 PJUN INNOVATOR ETFS TRUST 1,593.0 $67K -925.0 -36.7% $41.83 +2.3%
3593 RES RPC INC Energy 9,410.0 $67K +94.0 +1.0% $7.08 -16.8%
3594 NUV NUVEEN MUN VALUE FD INC Financial Services 7,402.0 $67K $8.99 +2.6%
3595 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 498.0 $66K -137.0 -21.6% $133.52 +29.5%
3596 IRMD IRADIMED CORP Healthcare 690.0 $66K +33.0 +5.0% $96.26 -2.4%
3597 CGCP CAPITAL GRP FIXED INCM ETF T 2,972.0 $66K +425.0 +16.7% $22.34 +0.4%
3598 BIZD VANECK ETF TRUST 5,186.0 $66K -363K -98.6% $12.80 -2.8%
3599 SELECT SECTOR SPDR TR 2,340.0 $66K NEW $28.28
3600 DISC MEDICINE INC 1,035.0 $66K $63.94
Page 180 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%