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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 65 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 RDN RADIAN GROUP INC Financial Services 41,991.0 $1.5M 0.00% NEW $35.98 +4.5%
1282 DAPR FIRST TR EXCHNG TRADED FD VI 38,356.0 $1.5M 0.00% NEW $39.34 +3.2%
1283 AMLP ALPS ETF TR 31,914.0 $1.5M 0.00% NEW $47.03 +15.2%
1284 PODD INSULET CORP Healthcare 5,274.0 $1.5M 0.00% NEW $284.22 -44.9%
1285 DOW DOW INC Basic Materials 64,082.0 $1.5M 0.00% NEW $23.38 +53.6%
1286 FLJP FRANKLIN TEMPLETON ETF TR 43,461.0 $1.5M 0.00% NEW $34.44 +13.5%
1287 COOPER COS INC 18,266.0 $1.5M 0.00% NEW $81.96
1288 EXP EAGLE MATLS INC Basic Materials 7,230.0 $1.5M 0.00% NEW $206.64 -3.6%
1289 FENI FIDELITY COVINGTON TRUST 40,750.0 $1.5M 0.00% NEW $36.59 +9.4%
1290 RMBS RAMBUS INC DEL Technology 16,185.0 $1.5M 0.00% NEW $91.88 +45.4%
1291 NGG NATIONAL GRID PLC Utilities 19,183.0 $1.5M 0.00% NEW $77.36 +11.7%
1292 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 10,264.0 $1.5M 0.00% NEW $143.90 +34.4%
1293 SPY CALL SPDR S&P 500 ETF TR Financial Services 10,800.0 $1.5M 0.00% NEW $136.76 +443.1%
1294 PPG PPG INDS INC Basic Materials 14,418.0 $1.5M 0.00% NEW $102.44 +1.9%
1295 ANNALY CAPITAL MANAGEMENT IN 65,951.0 $1.5M 0.00% NEW $22.37
1296 WTRG ESSENTIAL UTILS INC Utilities 38,421.0 $1.5M 0.00% NEW $38.36 -4.8%
1297 IPAC ISHARES TR 20,091.0 $1.5M 0.00% NEW $73.22 +11.8%
1298 GSEW GOLDMAN SACHS ETF TR 17,245.0 $1.5M 0.00% NEW $85.13 +7.0%
1299 HEFA ISHARES TR 35,380.0 $1.5M 0.00% NEW $41.35 +9.8%
1300 FXL FIRST TR EXCHANGE TRADED FD 8,679.0 $1.5M 0.00% NEW $168.22 +16.5%
Page 65 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%