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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 262 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5221 MFIN MEDALLION FINANCIAL CORP Financial Services 291.0 $2K +81.0 +38.6% $8.56 +11.2%
5222 SKILLZ INC 961.0 $2K +944.0 +5552.9% $2.59
5223 IEDI ISHARES U S ETF TR 46.0 $2K $54.09 +2.1%
5224 WNEB WESTERN NEW ENG BANCORP INC Financial Services 192.0 $2K +54.0 +39.1% $12.93 +4.2%
5225 NGL NGL ENERGY PARTNERS LP Energy 200.0 $2K $12.33 +42.9%
5226 PDS PRECISION DRILLING CORP Energy 25.0 $2K NEW $98.40 -2.1%
5227 WCBR WISDOMTREE TR 98.0 $2K $24.95 +27.7%
5228 SSTK SHUTTERSTOCK INC Communication Services 147.0 $2K $16.61 -6.2%
5229 BRID BRIDGFORD FOODS CORP Consumer Defensive 327.0 $2K $7.45 +3.8%
5230 RIET ETF SER SOLUTIONS 271.0 $2K $8.99 +6.2%
5231 CAMT CAMTEK LTD Technology 16.0 $2K -195.0 -92.4% $151.62 +5.9%
5232 AUSF GLOBAL X FDS 50.0 $2K $48.36 +1.6%
5233 UNB UNION BANKSHARES INC Financial Services 99.0 $2K +55.0 +125.0% $24.32 -4.2%
5234 JPHY J P MORGAN EXCHANGE TRADED F 47.0 $2K NEW $50.15 +0.5%
5235 RERE ATRENEW INC Consumer Cyclical 500.0 $2K NEW $4.69 +10.4%
5236 MPX MARINE PRODS CORP Consumer Cyclical 322.0 $2K -452.0 -58.4% $7.27 +12.5%
5237 DBEU DBX ETF TR 48.0 $2K $48.73 +6.7%
5238 HROW HARROW INC Healthcare 66.0 $2K -50.0 -43.1% $35.26 -6.5%
5239 TRFM ETF SER SOLUTIONS 50.0 $2K NEW $46.46 +24.0%
5240 GEOS GEOSPACE TECHNOLOGIES CORP Energy 190.0 $2K -14.0 -6.9% $12.20 -33.0%
Page 262 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%