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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 225 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4481 BOE BLACKROCK ENHANCED GLOBAL Financial Services 1,633.0 $18K +586.0 +56.0% $10.96 +8.1%
4482 COPP SPROTT FDS TR 500.0 $18K NEW $35.72 +10.8%
4483 HYGW ISHARES TR 604.0 $18K +584.0 +2920.0% $29.50 -1.5%
4484 PDLB PONCE FINANCIAL GROUP INC Financial Services 1,066.0 $18K +75.0 +7.6% $16.71 +11.1%
4485 BFLY BUTTERFLY NETWORK INC Healthcare 4,397.0 $18K +1K +32.6% $4.04 +10.6%
4486 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 313.0 $18K $56.67 -18.0%
4487 MYFW FIRST WESTN FINL INC Financial Services 719.0 $18K +32.0 +4.7% $24.58 +15.6%
4488 NPCE NEUROPACE INC Healthcare 1,343.0 $18K +1K +760.9% $13.15 +28.7%
4489 AUR AURORA INNOVATION INC Technology 4,285.0 $18K -13K -75.3% $4.12 +71.6%
4490 ANTERIS TECHNOLOGIES GLOBAL 3,175.0 $18K +2K +271.8% $5.55
4491 ESIX SPDR SERIES TRUST 554.0 $18K $31.73 +9.6%
4492 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 1,263.0 $18K +70.0 +5.9% $13.90 -2.3%
4493 ALTL PACER FDS TR 400.0 $18K $43.88 +6.5%
4494 AVBH AVIDBANK HLDGS INC Financial Services 615.0 $18K NEW $28.50 +4.9%
4495 AGM FEDERAL AGRIC MTG CORP Financial Services 118.0 $18K -210.0 -64.0% $148.35 +19.7%
4496 DFJ WISDOMTREE TR 171.0 $17K -49.0 -22.3% $102.06 +4.3%
4497 HIMALAYA SHIPPING LTD 1,312.0 $17K +34.0 +2.7% $13.30
4498 MLPB UBS AG LONDON BRANCH Financial Services 600.0 $17K $29.03 +5.2%
4499 LOAR LOAR HOLDINGS INC Industrials 304.0 $17K +4.0 +1.3% $57.29 +8.8%
4500 GCOR GOLDMAN SACHS ETF TR 421.0 $17K $41.32 -1.1%
Page 225 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%