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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $36.9B AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5577 New
Page 100 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 MPLX MPLX LP Energy 8,549.0 $456K 0.00% NEW $53.34 +4.4%
1982 ROBT FIRST TR EXCHANGE TRADED FD 8,797.0 $456K 0.00% NEW $51.84 +9.0%
1983 JHMD JOHN HANCOCK EXCHANGE TRADED 10,964.0 $455K 0.00% NEW $41.50 +9.1%
1984 DDS DILLARDS INC Consumer Cyclical 751.0 $455K 0.00% NEW $605.86 -2.6%
1985 DES WISDOMTREE TR 13,597.0 $455K 0.00% NEW $33.46 +16.1%
1986 SHLD GLOBAL X FDS 7,011.0 $454K 0.00% NEW $64.76 +1.2%
1987 BTT BLACKROCK MUN TARGET TERM TR Financial Services 19,800.0 $452K 0.00% NEW $22.83 -0.1%
1988 EOS EATON VANCE ENHANCED EQUITY Financial Services 19,253.0 $451K 0.00% NEW $23.42 -3.1%
1989 AGI ALAMOS GOLD INC NEW Basic Materials 11,679.0 $451K 0.00% NEW $38.62 -0.4%
1990 FETH FIDELITY ETHEREUM FD Financial Services 15,213.0 $450K 0.00% NEW $29.58 -30.9%
1991 NJR NEW JERSEY RES CORP Utilities 9,709.0 $448K 0.00% NEW $46.14 +23.0%
1992 CBL CBL & ASSOC PPTYS INC Real Estate 12,082.0 $447K 0.00% NEW $37.00 +29.2%
1993 SLF SUN LIFE FINANCIAL INC. Financial Services 7,133.0 $445K 0.00% NEW $62.39 +16.4%
1994 UBS UBS GROUP AG Financial Services 9,581.0 $444K 0.00% NEW $46.34 +1.8%
1995 GTX GARRETT MOTION INC Consumer Cyclical 25,493.0 $444K 0.00% NEW $17.42 +93.3%
1996 NFBK NORTHFIELD BANCORP INC DEL Financial Services 38,747.0 $443K 0.00% NEW $11.43 +24.4%
1997 MYGN MYRIAD GENETICS INC Healthcare 71,774.0 $441K 0.00% NEW $6.14 -36.0%
1998 URBN URBAN OUTFITTERS INC Consumer Cyclical 5,831.0 $439K 0.00% NEW $75.29 -0.2%
1999 AMN AMN HEALTHCARE SVCS INC Healthcare 27,818.0 $438K 0.00% NEW $15.75 +72.8%
2000 STBA S & T BANCORP INC Financial Services 11,129.0 $438K 0.00% NEW $39.36 +14.2%
Page 100 of 279  ·  5,577 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 28.6%
Financial Services 19.7%
Healthcare 11.1%
Consumer Cyclical 9.6%
Industrials 8.9%
Communication Services 7.5%
Consumer Defensive 5.5%
Energy 3.3%
Utilities 2.6%
Real Estate 1.6%