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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 113 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 DWM WISDOMTREE TR 4,430.0 $305K 0.00% NEW $68.85 +8.1%
2242 FBK FB FINL CORP Financial Services 5,470.0 $305K 0.00% NEW $55.76 -4.9%
2243 VNET VNET GROUP INC Technology 35,957.0 $304K 0.00% NEW $8.45 +26.9%
2244 XHR XENIA HOTELS & RESORTS INC Real Estate 21,491.0 $304K 0.00% NEW $14.15 +24.4%
2245 TEX TEREX CORP NEW Industrials 5,690.0 $304K 0.00% NEW $53.43 +11.3%
2246 XOP SPDR SERIES TRUST 2,407.0 $304K 0.00% NEW $126.30 +30.5%
2247 BGS B & G FOODS INC NEW Consumer Defensive 70,803.0 $304K 0.00% NEW $4.29 -3.8%
2248 KIM KIMCO RLTY CORP Real Estate 14,979.0 $304K 0.00% NEW $20.30 +19.1%
2249 AFRM AFFIRM HLDGS INC Technology 4,074.0 $303K 0.00% NEW $74.37 -2.0%
2250 PL PLANET LABS PBC Industrials 15,379.0 $303K 0.00% NEW $19.70 +160.3%
2251 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 13,125.0 $302K 0.00% NEW $23.01 +1.9%
2252 IPAY AMPLIFY ETF TR 5,801.0 $302K 0.00% NEW $52.06 -12.3%
2253 FLQS FRANKLIN TEMPLETON ETF TR 6,963.0 $301K 0.00% NEW $43.23 +6.5%
2254 AMERICA MOVIL SAB DE CV 14,546.0 $301K 0.00% NEW $20.69
2255 SFIX STITCH FIX INC Consumer Cyclical 57,122.0 $300K 0.00% NEW $5.25 -29.8%
2256 EVT EATON VANCE TAX ADVT DIV INC Financial Services 11,912.0 $300K 0.00% NEW $25.18 +7.4%
2257 STN STANTEC INC Industrials 3,178.0 $300K 0.00% NEW $94.40 -19.7%
2258 CPRX CATALYST PHARMACEUTICALS INC Healthcare 12,800.0 $299K 0.00% NEW $23.36 +34.0%
2259 SIRIUSPOINT LTD 13,594.0 $298K 0.00% NEW $21.92
2260 MYMG SSGA ACTIVE TR 12,068.0 $298K 0.00% NEW $24.69 +0.1%
Page 113 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%