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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 195 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3881 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 5,301.0 $46K +4K +437.1% $8.66 +9.8%
3882 NGS NATURAL GAS SVCS GROUP INC Energy 1,214.0 $46K +954.0 +366.9% $37.74 +16.6%
3883 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 6,702.0 $46K +5K +376.3% $6.83 +11.3%
3884 EINC VANECK ETF TRUST 388.0 $46K $117.81 +2.8%
3885 NVMI NOVA LTD Technology 105.0 $46K +1.0 +1.0% $434.28 +12.5%
3886 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 3,044.0 $46K -2K -35.6% $14.95 +17.1%
3887 PLUG PLUG PWR INC Industrials 20,129.0 $45K +7K +58.9% $2.26 +12.4%
3888 EGY VAALCO ENERGY INC Energy 7,165.0 $45K +681.0 +10.5% $6.34 -22.2%
3889 VEXC VANGUARD WORLD FD 557.0 $45K +239.0 +75.2% $81.39 +15.3%
3890 NJUL INNOVATOR ETFS TRUST 634.0 $45K $71.41 +8.3%
3891 VUSE ETF SER SOLUTIONS 720.0 $45K -153.0 -17.5% $62.81 +12.9%
3892 BGRN ISHARES TR 950.0 $45K -338.0 -26.2% $47.47 +0.2%
3893 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 4,432.0 $45K $10.17 +0.3%
3894 GDEC FIRST TR EXCHNG TRADED FD VI 1,217.0 $45K +106.0 +9.5% $37.02 +6.6%
3895 DGCB DIMENSIONAL ETF TRUST 829.0 $45K -159.0 -16.1% $54.15 +1.2%
3896 HURN HURON CONSULTING GROUP INC Industrials 352.0 $45K -112.0 -24.1% $127.49 -22.6%
3897 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 4,806.0 $45K -172.0 -3.5% $9.31 +24.6%
3898 INDI INDIE SEMICONDUCTOR INC Technology 13,825.0 $45K +4K +34.9% $3.22 +10.2%
3899 NAVN NAVAN INC Technology 3,359.0 $44K NEW $13.24 +72.4%
3900 GLOO HOLDINGS INC 9,237.0 $44K NEW $4.81
Page 195 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%