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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 281 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5601 YB YUANBAO INC Financial Services 3.0 $53.0 NEW $17.67 -29.8%
5602 CAN CANAAN INC Technology 120.0 $52.0 $0.43 -14.0%
5603 PSIL ADVISORSHARES TR 3.0 $51.0 NEW $17.00 +46.3%
5604 PYXS PYXIS ONCOLOGY INC Healthcare 34.0 $50.0 -36.0 -51.4% $1.47 +126.4%
5605 VTSI VIRTRA INC Industrials 12.0 $45.0 -15.0 -55.6% $3.75 -21.3%
5606 HCWC HEALTHY CHOICE WELLNESS CORP Consumer Defensive 169.0 $42.0 $0.25 +4459.0%
5607 MX MAGNACHIP SEMICONDUCTOR CORP Technology 15.0 $42.0 $2.80 -1.8%
5608 LUCKY STRIKE ENTERTAINMENT C 5.0 $42.0 -18.0 -78.3% $8.40
5609 SMXT SOLARMAX TECHNOLOGY INC Energy 58.0 $41.0 -53.0 -47.8% $0.71 +207.0%
5610 FGNX FG NEXUS INC. Financial Services 8.0 $40.0 NEW $5.00 +49.0%
5611 TXMD THERAPEUTICSMD INC Healthcare 20.0 $40.0 $2.00 +9.5%
5612 LYEL LYELL IMMUNOPHARMA INC Healthcare 2.0 $40.0 -18.0 -90.0% $20.00 -45.0%
5613 SBET SHARPLINK INC Financial Services 6.0 $39.0 NEW $6.50 +43.8%
5614 TSLA CALL TESLA INC Consumer Cyclical 500.0 $37.0 NEW $0.07 +492156.8%
5615 CRTO CRITEO S A Communication Services 2.0 $36.0 NEW $18.00 -7.2%
5616 NTWK NETSOL TECHNOLOGIES INC Technology 10.0 $34.0 $3.40 +27.9%
5617 MGX METAGENOMI THERAPEUTICS INC Healthcare 25.0 $34.0 -7.0 -21.9% $1.36 -19.1%
5618 SCLX SCILEX HOLDING CO Healthcare 5.0 $33.0 $6.60 -23.6%
5619 MERC MERCER INTL INC Basic Materials 23.0 $32.0 $1.39 -72.9%
5620 RIME ALGORHYTHM HLDGS INC Technology 29.0 $32.0 NEW $1.10 -80.5%
Page 281 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 26.6%
Financial Services 18.9%
Healthcare 11.4%
Industrials 10.3%
Consumer Cyclical 9.6%
Consumer Defensive 6.1%
Communication Services 5.9%
Energy 4.5%
Utilities 3.0%
Basic Materials 2.0%