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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 24 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BLK BLACKROCK INC Financial Services 13,303.0 $12.8M 0.03% +4K +38.5% $961.68 +10.6%
462 RDVI FIRST TR EXCHANGE-TRADED FD 497,696.0 $12.7M 0.03% +218K +78.2% $25.55 +6.8%
463 IYW ISHARES TR 69,802.0 $12.7M 0.03% -58K -45.4% $181.42 +32.3%
464 TGT TARGET CORP Consumer Defensive 104,299.0 $12.6M 0.03% +20K +23.7% $121.20 +0.9%
465 ISHARES TR 562,325.0 $12.6M 0.03% +20K +3.8% $22.43
466 USB US BANCORP Financial Services 241,668.0 $12.6M 0.03% +12K +5.4% $52.01 +4.8%
467 LVS LAS VEGAS SANDS CORP Consumer Cyclical 232,311.0 $12.5M 0.03% -20K -8.0% $53.88 -8.2%
468 TXT TEXTRON INC Industrials 142,794.0 $12.5M 0.03% +16K +12.7% $87.56 +2.2%
469 FDVV FIDELITY COVINGTON TRUST 225,877.0 $12.5M 0.03% +4K +1.9% $55.24 +8.9%
470 AVDS AMERICAN CENTY ETF TR 173,363.0 $12.5M 0.03% +18K +11.4% $71.85 +8.9%
471 XT ISHARES TR 182,419.0 $12.4M 0.03% -2K -0.9% $68.15 +17.5%
472 CATH GLOBAL X FDS 158,292.0 $12.4M 0.03% +11K +7.2% $78.15 +13.7%
473 UCON FIRST TR EXCHNG TRADED FD VI 497,973.0 $12.3M 0.03% +133K +36.3% $24.77 -0.0%
474 MTZ MASTEC INC Industrials 38,107.0 $12.3M 0.03% +8K +24.5% $321.74 +20.8%
475 MKTX MARKETAXESS HLDGS INC Financial Services 73,978.0 $12.2M 0.03% -2K -2.2% $164.98 -17.4%
476 DE DEERE & CO Industrials 21,606.0 $12.2M 0.03% -4K -17.0% $563.31 -5.7%
477 AXP AMERICAN EXPRESS CO Financial Services 40,121.0 $12.1M 0.03% +2K +4.7% $302.48 +2.4%
478 AVSC AMERICAN CENTY ETF TR 194,322.0 $12.1M 0.03% +13K +7.0% $62.30 +8.5%
479 NVS NOVARTIS AG Healthcare 79,113.0 $12.1M 0.03% -4K -4.8% $152.75 -0.6%
480 DVN DEVON ENERGY CORP NEW Energy 240,109.0 $12.1M 0.03% -32K -11.7% $50.32 -6.4%
Page 24 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%