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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 72 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 RWO SPDR INDEX SHS FDS 25,355.0 $1.1M 0.00% NEW $45.00 +10.0%
1422 EJAN INNOVATOR ETFS TRUST 33,578.0 $1.1M 0.00% NEW $33.80 +5.8%
1423 CMS CMS ENERGY CORP Utilities 16,217.0 $1.1M 0.00% NEW $69.93 +5.3%
1424 HUN HUNTSMAN CORP Basic Materials 113,146.0 $1.1M 0.00% NEW $10.00 +43.9%
1425 LAUR LAUREATE EDUCATION INC Consumer Defensive 33,421.0 $1.1M 0.00% NEW $33.66 -2.1%
1426 TQQQ PROSHARES TR 21,327.0 $1.1M 0.00% NEW $52.70 +46.0%
1427 ESS ESSEX PPTY TR INC Real Estate 4,292.0 $1.1M 0.00% NEW $261.65 +4.6%
1428 CURI CURIOSITYSTREAM INC Communication Services 295,411.0 $1.1M 0.00% NEW $3.80 -32.1%
1429 KLIC KULICKE & SOFFA INDS INC Technology 24,458.0 $1.1M 0.00% NEW $45.55 +121.9%
1430 PRIM PRIMORIS SVCS CORP Industrials 8,970.0 $1.1M 0.00% NEW $124.19 -14.1%
1431 XBJL INNOVATOR ETFS TRUST 29,087.0 $1.1M 0.00% NEW $38.26 +3.7%
1432 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 5,745.0 $1.1M 0.00% NEW $193.39 +7.4%
1433 XBJA INNOVATOR ETFS TRUST 34,761.0 $1.1M 0.00% NEW $31.96 +4.7%
1434 XBAP INNOVATOR ETFS TRUST 28,702.0 $1.1M 0.00% NEW $38.67 +7.5%
1435 XBOC INNOVATOR ETFS TRUST 33,060.0 $1.1M 0.00% NEW $33.55 +4.7%
1436 SCHC SCHWAB STRATEGIC TR 24,357.0 $1.1M 0.00% NEW $45.53 +10.3%
1437 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 16,199.0 $1.1M 0.00% NEW $68.34 -11.8%
1438 ACEI INNOVATOR ETFS TRUST 44,673.0 $1.1M 0.00% NEW $24.65 -0.7%
1439 AGNC AGNC INVT CORP Real Estate 102,637.0 $1.1M 0.00% NEW $10.72 -4.3%
1440 YOU CLEAR SECURE INC Technology 31,178.0 $1.1M 0.00% NEW $35.09 +76.7%
Page 72 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%