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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 94 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 FLCB FRANKLIN TEMPLETON ETF TR 25,379.0 $549K 0.00% NEW $21.63 -1.6%
1862 APPF APPFOLIO INC Technology 2,358.0 $549K 0.00% NEW $232.82 -29.2%
1863 PCEF INVESCO EXCH TRADED FD TR II 27,567.0 $548K 0.00% NEW $19.88 +0.2%
1864 MAX MEDIAALPHA INC Communication Services 42,278.0 $548K 0.00% NEW $12.96 -34.5%
1865 ARMOUR RESIDENTIAL REIT INC 31,003.0 $548K 0.00% NEW $17.68
1866 XMLV INVESCO EXCH TRADED FD TR II 8,765.0 $547K 0.00% NEW $62.41 +4.8%
1867 BE BLOOM ENERGY CORP Industrials 6,294.0 $547K 0.00% NEW $86.91 +248.1%
1868 FIVN FIVE9 INC Technology 27,192.0 $545K 0.00% NEW $20.04 +13.6%
1869 NIC NICOLET BANKSHARES INC Financial Services 4,484.0 $544K 0.00% NEW $121.32 +16.8%
1870 ISHARES TR 20,783.0 $542K 0.00% NEW $26.08
1871 ISHARES TR 20,850.0 $541K 0.00% NEW $25.95
1872 MBWM MERCANTILE BK CORP Financial Services 11,238.0 $541K 0.00% NEW $48.14 +8.4%
1873 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 34,024.0 $540K 0.00% NEW $15.87 +22.2%
1874 BMO BANK MONTREAL QUE Financial Services 4,150.0 $539K 0.00% NEW $129.88 +23.9%
1875 ARDX ARDELYX INC Healthcare 92,449.0 $539K 0.00% NEW $5.83 +4.8%
1876 TNDM TANDEM DIABETES CARE INC Healthcare 24,449.0 $537K 0.00% NEW $21.96 -31.8%
1877 SCHL SCHOLASTIC CORP Communication Services 18,108.0 $537K 0.00% NEW $29.66 +37.3%
1878 EQWL INVESCO EXCHANGE TRADED FD T 4,507.0 $533K 0.00% NEW $118.26 +7.2%
1879 JCPI J P MORGAN EXCHANGE TRADED F 11,061.0 $533K 0.00% NEW $48.19 +0.1%
1880 CABO CABLE ONE INC Communication Services 4,715.0 $532K 0.00% NEW $112.83 -53.7%
Page 94 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%