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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 50 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 EEM ISHARES TR — 58,837.0 $3.3M 0.01% +11K +23.1% $56.79 +18.4%
982 HOOD ROBINHOOD MKTS INC Financial Services 48,184.0 $3.3M 0.01% -30K -38.3% $69.30 +74.3%
983 EET PROSHARES TR — 39,864.0 $3.3M 0.01% +24K +157.0% $83.76 +30.8%
984 AFL AFLAC INC Financial Services 30,336.0 $3.3M 0.01% -24K -44.3% $109.71 +3.9%
985 IBDY ISHARES TR — 128,222.0 $3.3M 0.01% -10K -6.9% $25.85 -4.8%
986 AN AUTONATION INC Consumer Cyclical 16,967.0 $3.3M 0.01% +2K +14.9% $195.26 -16.6%
987 OTIS OTIS WORLDWIDE CORP Industrials 42,932.0 $3.3M 0.01% -32K -42.8% $77.08 -13.5%
988 AVUS AMERICAN CENTY ETF TR — 29,743.0 $3.3M 0.01% -245.0 -0.8% $111.18 +16.2%
989 DMAY FIRST TR EXCHNG TRADED FD VI — 73,175.0 $3.3M 0.01% -6K -7.5% $44.93 +6.9%
990 VLYPN VALLEY NATL BANCORP — 267,369.0 $3.3M 0.01% +106K +65.8% $12.28 —
991 JHPI JOHN HANCOCK EXCHANGE TRADED — 145,307.0 $3.3M 0.01% +115K +380.9% $22.58 -2.5%
992 EA ELECTRONIC ARTS INC Communication Services 16,082.0 $3.3M 0.01% +90.0 +0.6% $203.87 +2.9%
993 FNB F N B CORP Financial Services 195,336.0 $3.3M 0.01% -55K -21.9% $16.72 +4.3%
994 LQD ISHARES TR — 29,940.0 $3.3M 0.01% +885.0 +3.0% $108.99 -5.4%
995 GPC GENUINE PARTS CO Consumer Cyclical 30,809.0 $3.3M 0.01% +22K +254.9% $105.75 +22.2%
996 KEY KEYCORP Financial Services 161,904.0 $3.2M 0.01% +31K +23.8% $20.05 +1.0%
997 D DOMINION ENERGY INC Utilities 52,475.0 $3.2M 0.01% +1K +2.9% $61.82 -2.3%
998 INGR INGREDION INC Consumer Defensive 28,777.0 $3.2M 0.01% +1K +3.6% $112.66 -14.4%
999 GFS GLOBALFOUNDRIES INC Technology 72,513.0 $3.2M 0.01% +6K +9.5% $44.48 +5.8%
1000 LHX L3HARRIS TECHNOLOGIES INC Industrials 9,343.0 $3.2M 0.01% +1K +17.7% $345.16 -31.0%
Page 50 of 284  ·  5,671 positions

① 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%