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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 252 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5021 CLOZ SERIES PORTFOLIOS TR 197.0 $5K -149.0 -43.1% $25.65 +3.0%
5022 KLIP KRANESHARES TRUST 196.0 $5K +74.0 +60.7% $25.76 +0.1%
5023 MEDIWOUND LTD 313.0 $5K +259.0 +479.6% $16.11
5024 SGC SUPERIOR GROUP OF CO INC Consumer Cyclical 496.0 $5K +279.0 +128.6% $10.16 +13.2%
5025 OPRA OPERA LTD Communication Services 352.0 $5K $14.26 +22.9%
5026 ACHIEVE LIFE SCIENCE INC 1,702.0 $5K $2.94
5027 NFRA FLEXSHARES TR 78.0 $5K $64.15 +3.0%
5028 INNOVATOR ETFS TRUST 187.0 $5K $26.75
5029 UNG UNITED STS NAT GAS FD LP Financial Services 426.0 $5K $11.73 -2.0%
5030 AIS TIDAL TRUST III 118.0 $5K $41.91 +67.5%
5031 AOMR ANGEL OAK MORTGAGE REIT INC Real Estate 601.0 $5K +222.0 +58.6% $8.22 +2.8%
5032 KARO KAROOOOO LTD Technology 99.0 $5K $49.84 -6.7%
5033 ISPR ISPIRE TECHNOLOGY INC Consumer Defensive 2,678.0 $5K +746.0 +38.6% $1.84 +6.5%
5034 CRDF CARDIFF ONCOLOGY INC Healthcare 3,040.0 $5K +3K +514.1% $1.62 +10.5%
5035 CDRE CADRE HLDGS INC Industrials 159.0 $5K +29.0 +22.3% $30.68 -2.7%
5036 THNQ EXCHANGE TRADED CONCEPTS TRU 82.0 $5K NEW $59.01 +39.6%
5037 TMQ TRILOGY METALS INC NEW Basic Materials 1,345.0 $5K +1K +328.3% $3.59 +7.2%
5038 EYPT EYEPOINT INC Healthcare 374.0 $5K +5.0 +1.4% $12.89 -0.9%
5039 FXA INVESCO CURRENCYSHARES AUSTR Financial Services 70.0 $5K $68.37 +3.7%
5040 NREF NEXPOINT REAL ESTATE FIN INC Real Estate 355.0 $5K +19.0 +5.7% $13.47 +14.2%
Page 252 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%