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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 223 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4441 FLRT PACER FDS TR 417.0 $19K +4.0 +1.0% $46.28 +1.1%
4442 DSGR DISTRIBUTION SOLUTIONS GRP I Industrials 734.0 $19K +357.0 +94.7% $26.24 +3.1%
4443 EVGO EVGO INC Consumer Cyclical 11,134.0 $19K -19K -62.7% $1.72 +12.8%
4444 SMTI SANARA MEDTECH INC Healthcare 1,112.0 $19K +957.0 +617.4% $17.18 +33.5%
4445 SNFCA SECURITY NATL FINL CORP Financial Services 2,013.0 $19K +2K +377.0% $9.48 -1.2%
4446 PALC PACER FDS TR 368.0 $19K -73.0 -16.6% $51.79 +9.5%
4447 ICOP ISHARES TR 400.0 $19K $47.58 +14.2%
4448 XRX XEROX HOLDINGS CORP Technology 14,704.0 $19K +6K +74.9% $1.29 +124.8%
4449 ZEVRA THERAPEUTICS INC 2,024.0 $19K -291.0 -12.6% $9.32
4450 EWW ISHARES INC 249.0 $19K $75.33 +4.7%
4451 POWW OUTDOOR HOLDING CO Industrials 9,327.0 $19K +8K +720.3% $2.01 +2.5%
4452 IDRV ISHARES TR 486.0 $19K +288.0 +145.4% $38.53 +13.5%
4453 TDV PROSHARES TR 221.0 $19K NEW $84.71 +21.6%
4454 WIX WIX COM LTD Technology 208.0 $19K -327.0 -61.1% $89.94 -40.9%
4455 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 3,102.0 $19K +828.0 +36.4% $6.02 -5.1%
4456 PKE PARK AEROSPACE CORP Industrials 681.0 $19K +65.0 +10.6% $27.38 +33.0%
4457 SEIV SEI EXCHANGE TRADED FUNDS 448.0 $19K $41.56 +14.1%
4458 SBR SABINE RTY TR Energy 248.0 $19K +3.0 +1.2% $75.07 +1.1%
4459 ROUS LATTICE STRATEGIES TR 315.0 $19K $59.04 +12.2%
4460 ESCA ESCALADE INC Consumer Cyclical 1,083.0 $19K +52.0 +5.0% $17.17 +9.6%
Page 223 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%