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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 243 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4841 ABRDN ASIA PACIFIC INCOME FU 586.0 $8K -711.0 -54.8% $14.41
4842 TMC TMC THE METALS COMPANY INC Basic Materials 1,803.0 $8K +185.0 +11.4% $4.67 +9.2%
4843 SELECT SECTOR SPDR TR 355.0 $8K NEW $23.64
4844 GOP TIDAL TRUST I 223.0 $8K -93.0 -29.4% $37.63 +16.3%
4845 WTRE WISDOMTREE TR 387.0 $8K $21.66 +20.1%
4846 MYPS PLAYSTUDIOS INC Technology 17,807.0 $8K +14K +399.1% $0.47 -5.2%
4847 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 738.0 $8K -427.0 -36.6% $11.32 +0.6%
4848 GPZ VANECK ETF TRUST 384.0 $8K $21.49 +8.1%
4849 NN NEXTNAV INC Communication Services 515.0 $8K +330.0 +178.4% $16.02 +33.5%
4850 SGRY SURGERY PARTNERS INC Healthcare 691.0 $8K +546.0 +376.6% $11.92 +13.2%
4851 TRMD TORM PLC Energy 295.0 $8K $27.90 +17.2%
4852 ASM AVINO SILVER & GOLD MINES LT Basic Materials 1,300.0 $8K NEW $6.32 +5.2%
4853 PANL PANGAEA LOGISTICS SOLUTION L Industrials 1,155.0 $8K +313.0 +37.2% $7.08 +17.0%
4854 LE LANDS END INC NEW Consumer Cyclical 727.0 $8K -73.0 -9.1% $11.24 +2.9%
4855 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 2,685.0 $8K +2K +766.1% $3.04 +39.2%
4856 FDIG FIDELITY COVINGTON TRUST 248.0 $8K $32.83 +37.6%
4857 OAKM HARRIS OAKMARK ETF TRUST 294.0 $8K $27.56 +1.5%
4858 PGF INVESCO EXCHANGE TRADED FD T 589.0 $8K +305.0 +107.4% $13.75 +0.2%
4859 MYCK SSGA ACTIVE TR 325.0 $8K NEW $24.90 -0.7%
4860 JMSB JOHN MARSHALL BANCORP INC Financial Services 397.0 $8K +49.0 +14.1% $20.28 +4.1%
Page 243 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%