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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 33 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PWB INVESCO EXCHANGE TRADED FD T 62,712.0 $7.9M 0.02% -874.0 -1.4% $125.93 +22.3%
642 RY ROYAL BK CDA Financial Services 48,738.0 $7.9M 0.02% -2K -3.2% $161.78 +15.7%
643 MANH MANHATTAN ASSOCIATES INC Technology 59,071.0 $7.9M 0.02% +14K +32.0% $133.12 +1.1%
644 NOC NORTHROP GRUMMAN CORP Industrials 11,521.0 $7.9M 0.02% -582.0 -4.8% $682.27 -19.2%
645 CGGO CAPITAL GROUP GBL GROWTH EQT 235,526.0 $7.9M 0.02% +13K +5.8% $33.37 +18.4%
646 GAP GAP INC Consumer Cyclical 323,825.0 $7.8M 0.02% +62K +23.6% $24.20 -4.3%
647 ADSK AUTODESK INC Technology 32,648.0 $7.8M 0.02% -17K -33.6% $239.40 +0.3%
648 ICF ISHARES TR 125,738.0 $7.8M 0.02% +15K +13.3% $61.89 +10.2%
649 DFEB FIRST TR EXCHNG TRADED FD VI 163,558.0 $7.7M 0.02% +36K +27.9% $47.37 +5.9%
650 HCA HCA HEALTHCARE INC Healthcare 16,272.0 $7.7M 0.02% -596.0 -3.5% $473.23 -17.0%
651 RLY SSGA ACTIVE ETF TR 212,121.0 $7.7M 0.02% +212K +10000.0% $36.15 +1.6%
652 IEI ISHARES TR 64,619.0 $7.7M 0.02% -28K -30.0% $118.60 -1.2%
653 LMUB ISHARES TR 152,220.0 $7.6M 0.02% NEW $49.93 +0.0%
654 IGM ISHARES TR 63,922.0 $7.6M 0.02% -670.0 -1.0% $118.51 +31.5%
655 CCK CROWN HLDGS INC Consumer Cyclical 75,485.0 $7.6M 0.02% -5K -6.2% $100.25 -3.8%
656 ELF E L F BEAUTY INC Consumer Defensive 124,543.0 $7.5M 0.02% +7K +5.7% $60.61 -12.4%
657 MOH MOLINA HEALTHCARE INC Healthcare 56,253.0 $7.5M 0.02% +53K +1497.2% $133.30 +36.0%
658 CCL CARNIVAL CORP Consumer Cyclical 288,824.0 $7.5M 0.02% +193K +201.0% $25.88 +1.2%
659 BLACKROCK ETF TRUST II 154,763.0 $7.4M 0.02% +13K +9.2% $47.98
660 BSCS INVESCO EXCH TRD SLF IDX FD 363,368.0 $7.4M 0.02% -39K -9.8% $20.42 -0.4%
Page 33 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%