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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 260 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5181 SVRA SAVARA INC Healthcare 554.0 $3K +61.0 +12.4% $5.46 -7.0%
5182 MERLIN INC 410.0 $3K NEW $7.35
5183 RING ISHARES INC 38.0 $3K $78.97 -5.2%
5184 SMIN ISHARES TR 50.0 $3K $59.96 +10.7%
5185 TLSI TRISALUS LIFE SCIENCES INC Healthcare 747.0 $3K +669.0 +857.7% $4.00 -19.0%
5186 FRD FRIEDMAN INDS INC Basic Materials 168.0 $3K +145.0 +630.4% $17.72 +15.9%
5187 GBANK FINL HLDGS INC 111.0 $3K +43.0 +63.2% $26.76
5188 DFSI DIMENSIONAL ETF TRUST 70.0 $3K NEW $42.40 +6.8%
5189 OPP RIVERNORTH DOUBLELINE STRATE Financial Services 384.0 $3K $7.67 -0.4%
5190 MEDALIST DIVERSIFIED INC 260.0 $3K NEW $11.30
5191 SHOULDER INNOVATIONS INC 201.0 $3K +50.0 +33.1% $14.53
5192 TIDAL TRUST II 95.0 $3K -13.0 -12.0% $30.67
5193 GLP GLOBAL PARTNERS LP Energy 69.0 $3K +11.0 +19.0% $42.10 +19.4%
5194 QOWZ INVESCO EXCH TRADED FD TR II 92.0 $3K $31.50 +6.9%
5195 PUTNAM ETF TRUST 248.0 $3K $11.53
5196 EMCB WISDOMTREE TR 43.0 $3K $65.51 +0.7%
5197 TPOR DIREXION SHARES ETF TRUST 100.0 $3K NEW $28.09 +26.7%
5198 GOHEALTH INC 1,838.0 $3K +841.0 +84.3% $1.51
5199 JOBY CALL JOBY AVIATION INC Industrials 1,000.0 $3K $2.74 +279.6%
5200 AGEN AGENUS INC Healthcare 820.0 $3K -1K -57.2% $3.34 -5.4%
Page 260 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%