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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 196 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3901 FLC FLAHERTY & CRUMRINE TOTAL RE Financial Services 2,674.0 $44K -117.0 -4.2% $16.60 +0.7%
3902 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 4,220.0 $44K NEW $10.51 +5.2%
3903 EASG DBX ETF TR 1,261.0 $44K $35.14 +7.8%
3904 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 3,937.0 $44K +186.0 +5.0% $11.23 +3.5%
3905 NNDM NANO DIMENSION LTD Technology 25,988.0 $44K NEW $1.70 -18.8%
3906 WSC WILLSCOT HLDGS CORP Industrials 2,544.0 $44K +473.0 +22.8% $17.36 +66.2%
3907 CGMM CAPITAL GROUP EQUITY ETF TR 1,503.0 $44K -487.0 -24.5% $29.36 +10.4%
3908 BKCI BNY MELLON ETF TRUST 892.0 $44K -399.0 -30.9% $49.47 +7.4%
3909 SRAD SPORTRADAR GROUP AG Technology 2,635.0 $44K +160.0 +6.5% $16.74 -11.3%
3910 TMFG RBB FD INC 1,557.0 $44K NEW $28.26 +7.8%
3911 CXDO CREXENDO INC Communication Services 7,128.0 $44K +7K +1727.7% $6.17 +17.2%
3912 LRN STRIDE INC Consumer Defensive 498.0 $44K +310.0 +164.9% $88.17 -1.2%
3913 RLJ LODGING TR 1,812.0 $44K -412.0 -18.5% $24.10
3914 EATON VANCE TAX-MANAGED GLOB 4,950.0 $43K $8.78
3915 AGIO AGIOS PHARMACEUTICALS INC Healthcare 1,281.0 $43K +797.0 +164.7% $33.83 +12.0%
3916 ACVU HARTFORD FDS EXCHANGE TRADED 1,594.0 $43K $27.18 +14.2%
3917 FIG FIGMA INC Technology 2,047.0 $43K +2K +4255.3% $21.14 -11.9%
3918 SPIN SSGA ACTIVE TR 1,417.0 $43K $30.53 +3.6%
3919 BSCW INVESCO EXCH TRD SLF IDX FD 2,101.0 $43K +448.0 +27.1% $20.59 -0.2%
3920 BSCX INVESCO EXCH TRD SLF IDX FD 2,037.0 $43K +460.0 +29.2% $21.15 -0.2%
Page 196 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%