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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 235 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4681 ETB EATON VANCE TAX MNGED BUY WR Financial Services 885.0 $13K $14.42 +6.7%
4682 JPLD J P MORGAN EXCHANGE TRADED F 244.0 $13K $52.19 -0.3%
4683 SAMG SILVERCREST ASSET MGMT GROUP Financial Services 945.0 $13K +644.0 +213.9% $13.45 -13.3%
4684 NKTR NEKTAR THERAPEUTICS Healthcare 176.0 $13K -29.0 -14.2% $71.95 -7.4%
4685 GRPM INVESCO EXCHANGE TRADED FD T 107.0 $13K $118.23 +7.2%
4686 DMBS DOUBLELINE ETF TRUST 256.0 $13K +244.0 +2033.3% $49.38 -1.4%
4687 TRUBRIDGE INC 863.0 $13K +713.0 +475.3% $14.64
4688 ZNTL ZENTALIS PHARMACEUTICALS INC Healthcare 5,377.0 $13K -3K -37.2% $2.34 +73.5%
4689 PHYL PGIM ETF TR 360.0 $12K $34.63 +1.4%
4690 PBOG TIDAL TR IV 351.0 $12K NEW $35.45 -5.0%
4691 JYNT JOINT CORP Healthcare 1,399.0 $12K +1K +270.1% $8.85 +1.1%
4692 ODC OIL DRI CORP AMER Basic Materials 190.0 $12K -5.0 -2.6% $65.09 +15.0%
4693 GCI LIBERTY INC 335.0 $12K +39.0 +13.2% $36.85
4694 IIM INVESCO VALUE MUN INCOME TR Financial Services 1,014.0 $12K $12.16 -0.8%
4695 SGU STAR GROUP LP Energy 1,000.0 $12K -38.0 -3.7% $12.28 +2.5%
4696 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 107.0 $12K +17.0 +18.9% $114.73 -10.0%
4697 EVCM EVERCOMMERCE INC Technology 1,073.0 $12K +37.0 +3.6% $11.43 -6.5%
4698 STARZ ENTERTAINMENT CORP. 1,063.0 $12K -354.0 -25.0% $11.50
4699 PAXS PIMCO ACCESS INCOME FUND Financial Services 847.0 $12K +267.0 +46.0% $14.41 -2.5%
4700 HTHT H WORLD GROUP LTD Consumer Cyclical 242.0 $12K +18.0 +8.0% $50.29 -10.9%
Page 235 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%