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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 231 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4601 INMB INMUNE BIO INC Healthcare 13,120.0 $15K +12K +1073.5% $1.13 +28.3%
4602 TMFE RBB FD INC 544.0 $15K NEW $27.24 +9.8%
4603 BAB INVESCO EXCH TRADED FD TR II 549.0 $15K -256.0 -31.8% $26.96 -1.5%
4604 VSEC VSE CORP Industrials 80.0 $15K +16.0 +25.0% $184.40 -6.8%
4605 DOUG DOUGLAS ELLIMAN INC Real Estate 8,984.0 $15K +8K +665.2% $1.64 +11.6%
4606 WIW WESTERN AST INFL LKD OPP & I Financial Services 1,737.0 $15K $8.46 -0.4%
4607 PETROLEO BRASILEIRO S A 782.0 $15K +225.0 +40.4% $18.75
4608 LGOV FIRST TR EXCHANGE-TRADED FD 679.0 $15K $21.57 -2.0%
4609 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 559.0 $15K +57.0 +11.3% $26.13 -4.7%
4610 MIDCAP FINANCIAL INVSTMNT CO 1,299.0 $15K +109.0 +9.2% $11.24
4611 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 928.0 $15K +282.0 +43.6% $15.72 -8.3%
4612 AQN ALGONQUIN POWER & UTILITIES Utilities 2,374.0 $15K -59.0 -2.4% $6.14 -2.8%
4613 IOVA CALL IOVANCE BIOTHERAPEUTICS INC Healthcare 10,000.0 $14K NEW $1.45 +183.4%
4614 XLSR SSGA ACTIVE TR 251.0 $14K NEW $57.74 +13.3%
4615 GDS GDS HLDGS LTD Technology 359.0 $14K +50.0 +16.2% $40.29 -13.1%
4616 RFV INVESCO EXCHANGE TRADED FD T 111.0 $14K $129.97 +6.7%
4617 EVC ENTRAVISION COMMUNICATIONS C Communication Services 4,852.0 $14K +4K +498.3% $2.97 +231.3%
4618 CHGX EA SERIES TRUST 536.0 $14K $26.82 +19.2%
4619 IMTM ISHARES TR 299.0 $14K -528.0 -63.9% $48.02 +9.9%
4620 FXF INVESCO CURRENCYSHARES SWISS Financial Services 130.0 $14K $110.41 +1.8%
Page 231 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%