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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 92 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 SYM SYMBOTIC INC Industrials 9,844.0 $586K 0.00% NEW $59.53 -9.2%
1822 JAMF HLDG CORP 44,945.0 $585K 0.00% NEW $13.02
1823 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 29,966.0 $582K 0.00% NEW $19.42 +39.3%
1824 TD TORONTO DOMINION BK ONT Financial Services 6,175.0 $582K 0.00% NEW $94.25 +18.7%
1825 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 7,020.0 $582K 0.00% NEW $82.91 -1.6%
1826 PRI PRIMERICA INC Financial Services 2,253.0 $582K 0.00% NEW $258.32 +8.3%
1827 KWR QUAKER HOUGHTON Basic Materials 4,226.0 $580K 0.00% NEW $137.25 +3.3%
1828 XFIV BONDBLOXX ETF TRUST 11,705.0 $579K 0.00% NEW $49.47 -2.0%
1829 IHAK ISHARES TR 12,015.0 $578K 0.00% NEW $48.11 +16.5%
1830 DAVE INC 2,610.0 $578K 0.00% NEW $221.46
1831 GDXJ VANECK ETF TRUST 5,069.0 $577K 0.00% NEW $113.83 -1.9%
1832 HGRO ETF OPPORTUNITIES TRUST 20,247.0 $575K 0.00% NEW $28.40 +9.7%
1833 COHR COHERENT CORP Technology 3,102.0 $573K 0.00% NEW $184.72 +104.4%
1834 RLAY RELAY THERAPEUTICS INC Healthcare 67,603.0 $572K 0.00% NEW $8.46 +59.9%
1835 IJAN INNOVATOR ETFS TRUST 15,769.0 $570K 0.00% NEW $36.15 +4.2%
1836 FNX FIRST TR EXCHANGE-TRADED ALP 4,528.0 $570K 0.00% NEW $125.88 +10.2%
1837 AUB ATLANTIC UN BANKSHARES CORP Financial Services 16,157.0 $570K 0.00% NEW $35.28 +6.5%
1838 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 8,884.0 $569K 0.00% NEW $64.05 +30.3%
1839 NWN NORTHWEST NAT HLDG CO Utilities 12,167.0 $569K 0.00% NEW $46.77 +6.8%
1840 HMOP HARTFORD FDS EXCHANGE TRADED 14,551.0 $569K 0.00% NEW $39.10 -0.6%
Page 92 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%