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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 210 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4181 DCTH DELCATH SYS INC Healthcare 3,162.0 $29K +3K +2602.6% $9.28 +20.4%
4182 SELV SEI EXCHANGE TRADED FUNDS 904.0 $29K $32.34 +2.7%
4183 TG TREDEGAR CORP Industrials 3,669.0 $29K +2K +104.3% $7.95 +0.4%
4184 LMB LIMBACH HLDGS INC Industrials 372.0 $29K +127.0 +51.8% $78.05 +3.1%
4185 VYX NCR VOYIX CORPORATION Technology 4,585.0 $29K +3K +163.5% $6.33 +5.0%
4186 BRIGHTSTAR LOTTERY PLC 2,276.0 $29K -3K -54.0% $12.74
4187 NEXT NEXTDECADE CORP Energy 3,778.0 $29K +1K +50.8% $7.66 +4.6%
4188 VERX VERTEX INC Technology 2,432.0 $29K +2K +831.8% $11.89 +6.8%
4189 BUFP PGIM ROCK ETF TR 971.0 $29K NEW $29.72 +7.3%
4190 ZBIO ZENAS BIOPHARMA INC Healthcare 1,472.0 $29K -706.0 -32.4% $19.55 -5.2%
4191 TAYD TAYLOR DEVICES INC Industrials 504.0 $29K -7.0 -1.4% $57.00 -8.3%
4192 EUAD SPINNAKER ETF SERIES 705.0 $29K +179.0 +34.0% $40.74 +1.3%
4193 RWR SPDR SERIES TRUST 284.0 $29K -39.0 -12.1% $100.97 +11.2%
4194 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 13,029.0 $29K +9K +216.4% $2.20 +73.4%
4195 IVOG VANGUARD ADMIRAL FDS INC 229.0 $29K +223.0 +3716.7% $125.03 +12.8%
4196 EWZ ISHARES INC 746.0 $29K +395.0 +112.5% $38.37 -5.4%
4197 USCI UNITED STS COMMODITY INDEX F Financial Services 300.0 $29K $95.32 +2.9%
4198 CERT CERTARA INC Healthcare 5,012.0 $29K +4K +394.3% $5.70 -6.8%
4199 RNAC CARTESIAN THERAPEUTICS INC Healthcare 4,636.0 $29K +4K +2327.2% $6.15 +12.3%
4200 GSUS GOLDMAN SACHS ETF TR 318.0 $28K $89.59 +15.3%
Page 210 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%