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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 45 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 MTG MGIC INVT CORP WIS Financial Services 162,716.0 $4.3M 0.01% -62K -27.6% $26.25 -1.9%
882 CENCORA INC 13,589.0 $4.3M 0.01% +206.0 +1.5% $314.13
883 SHYG ISHARES TR 100,656.0 $4.3M 0.01% -16K -13.8% $42.31 +0.4%
884 TDIV FIRST TR EXCHANGE TRADED FD 44,952.0 $4.2M 0.01% -235.0 -0.5% $93.66 +24.5%
885 DMXF ISHARES TR 55,675.0 $4.2M 0.01% +7K +14.7% $75.45 +10.4%
886 DTD WISDOMTREE TR 48,631.0 $4.2M 0.01% -431.0 -0.9% $86.36 +7.3%
887 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 46,458.0 $4.2M 0.01% +3K +6.8% $90.11 +15.4%
888 DJUL FIRST TR EXCHNG TRADED FD VI 89,543.0 $4.2M 0.01% -5K -5.6% $46.74 +6.5%
889 FLS FLOWSERVE CORP Industrials 56,921.0 $4.2M 0.01% +4K +7.3% $73.51 -0.6%
890 EXLS EXLSERVICE HLDGS INC Technology 136,818.0 $4.2M 0.01% +89K +183.6% $30.45 -5.8%
891 SPG SIMON PPTY GROUP INC NEW Real Estate 22,262.0 $4.2M 0.01% -228.0 -1.0% $186.53 +11.7%
892 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 122,083.0 $4.1M 0.01% +118K +3216.6% $33.67 +1.8%
893 WCC WESCO INTL INC Industrials 14,949.0 $4.1M 0.01% -532.0 -3.4% $273.62 +33.6%
894 RJF RAYMOND JAMES FINL INC Financial Services 28,242.0 $4.1M 0.01% -2K -5.7% $144.79 -1.4%
895 ACWV ISHARES INC 34,141.0 $4.1M 0.01% +808.0 +2.4% $119.51 +2.3%
896 BSCR INVESCO EXCH TRD SLF IDX FD 207,813.0 $4.1M 0.01% +128K +160.4% $19.62 +0.0%
897 PKG PACKAGING CORP AMER Consumer Cyclical 19,207.0 $4.1M 0.01% -640.0 -3.2% $212.22 +1.9%
898 SPHQ INVESCO EXCHANGE TRADED FD T 54,070.0 $4.1M 0.01% +36K +198.4% $75.19 +13.9%
899 NSC NORFOLK SOUTHN CORP Industrials 14,133.0 $4.1M 0.01% +1K +7.8% $287.01 +13.0%
900 CL COLGATE PALMOLIVE CO Consumer Defensive 47,549.0 $4.1M 0.01% +2K +4.9% $85.23 +7.3%
Page 45 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%