CWM Advisors, LLC
- SEC CIK
- 0001670139
- Latest filing
- Aug 12, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 24, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 782
- +39 vs. Q4 2022
- Portfolio value
- $785.8M
- +$8.74M (+1.1%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRF SA10552T107 | SPONSORED ADR | 16,778 | $21.5K | <0.1% | +6,708+66.6% | Added | – |
| AVALGrupo Aval Acciones Y Valores S.A. | SPONSORED ADS | 11,427 | $26.7K | <0.1% | +11,427 | New | History |
| UGPUltrapar Holdings Inc | SP ADR REP COM | 10,054 | $27.4K | <0.1% | +10,054 | New | History |
| ENICEnel Chile S.A. | SPONSORED ADR | 11,633 | $31.4K | <0.1% | −2,632−18.5% | Reduced | History |
| UNITUniti Group Inc. | COM | 18,862 | $67.0K | <0.1% | +18,862 | New | History |
| ICLICL Group Ltd. | SHS | 12,979 | $88.3K | <0.1% | +2,527+24.2% | Added | History |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 11,168 | $89.3K | <0.1% | −3,553−24.1% | Reduced | History |
| HELEHelen of Troy Ltd | Stock | 2,803 | $266.8K | <0.1% | +684+32.3% | Added | History |
| PGTIPGT Innovations, Inc. | COM | 10,636 | $267.1K | <0.1% | −2,491−19.0% | Reduced | History |
| HSKAHeska Corp | COM RESTRC NEW | 2,752 | $268.6K | <0.1% | −1,022−27.1% | Reduced | History |
| WWEWorld Wrestling Entertainment, LLC | CL A | 2,947 | $268.9K | <0.1% | −521−15.0% | Reduced | History |
| NMFCNew Mountain Finance Corp | COM | 22,130 | $269.3K | <0.1% | +3,101+16.3% | Added | History |
| THGHanover Insurance Group, Inc. | COM | 2,097 | $269.5K | <0.1% | +355+20.4% | Added | History |
| PAHCPhibro Animal Health Corp | CL A COM | 17,609 | $269.8K | <0.1% | +184+1.1% | Added | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 32,349 | $269.8K | <0.1% | +11,559+55.6% | Added | History |
| EXLSExlService Holdings, Inc. | COM | 1,668 | $269.9K | <0.1% | +282+20.3% | Added | History |
| LPSNLiveperson Inc | COM | 61,263 | $270.2K | <0.1% | +37,779+160.9% | Added | History |
| CBSHCommerce Bancshares Inc | Stock | 4,632 | $270.3K | <0.1% | +1,176+34.0% | Added | History |
| WWDWoodward, Inc. | COM | 2,776 | $270.3K | <0.1% | +328+13.4% | Added | History |
| ITCIIntra-Cellular Therapies, Inc. | COM | 4,993 | $270.4K | <0.1% | +538+12.1% | Added | History |
| CYTKCytokinetics Inc | COM NEW | 7,684 | $270.4K | <0.1% | +2,521+48.8% | Added | History |
| AZTAAzenta, Inc. | COM | 6,061 | $270.4K | <0.1% | +1,992+49.0% | Added | History |
| SKXSkechers USA Inc | CL A | 5,692 | $270.5K | <0.1% | +81+1.4% | Added | History |
| EXPOExponent Inc | COM | 2,714 | $270.6K | <0.1% | +338+14.2% | Added | History |
| EBSEmergent BioSolutions Inc. | COM | 26,116 | $270.6K | <0.1% | +5,934+29.4% | Added | History |
| SMTCSemtech Corp | Stock | 11,211 | $270.6K | <0.1% | +2,972+36.1% | Added | History |
| FIVEFive Below, Inc | COM | 1,314 | $270.6K | <0.1% | −18−1.4% | Reduced | History |
| GMEDGlobus Medical Inc | Stock | 4,779 | $270.7K | <0.1% | +1,601+50.4% | Added | History |
| LPXLouisiana-Pacific Corp | COM | 4,995 | $270.8K | <0.1% | +1,023+25.8% | Added | History |
| MEDMedifast Inc | COM | 2,613 | $270.9K | <0.1% | +576+28.3% | Added | History |
| EXPEagle Materials Inc | COM | 1,846 | $270.9K | <0.1% | +75+4.2% | Added | History |
| TXNMTXNM Energy Inc | COM | 5,565 | $270.9K | <0.1% | +768+16.0% | Added | History |
| HAEHaemonetics Corp | COM | 3,274 | $270.9K | <0.1% | +267+8.9% | Added | History |
| JBTMJBT Marel Corp | COM | 2,479 | $270.9K | <0.1% | −86−3.4% | Reduced | History |
| AJRDAerojet Rocketdyne Holdings, Inc. | COM | 4,824 | $271.0K | <0.1% | +633+15.1% | Added | History |
| RLIRli Corp | COM | 2,039 | $271.0K | <0.1% | +243+13.5% | Added | History |
| LECOLincoln Electric Holdings Inc | COM | 1,603 | $271.1K | <0.1% | −28−1.7% | Reduced | History |
| KTBKontoor Brands, Inc. | Stock | 5,603 | $271.1K | <0.1% | −283−4.8% | Reduced | History |
| ICUIIcu Medical Inc | COM | 1,644 | $271.2K | <0.1% | +137+9.1% | Added | History |
| AWIArmstrong World Industries Inc | COM | 3,807 | $271.2K | <0.1% | +375+10.9% | Added | History |
| AGCOAGCO Corp | COM | 2,006 | $271.2K | <0.1% | +307+18.1% | Added | History |
| TXRHTexas Roadhouse, Inc. | COM | 2,510 | $271.2K | <0.1% | −65−2.5% | Reduced | History |
| SRSpire Inc | COM | 3,867 | $271.2K | <0.1% | +446+13.0% | Added | History |
| VACMarriott Vacations Worldwide Corp | COM | 2,011 | $271.3K | <0.1% | −3,377−62.7% | Reduced | History |
| SHAKShake Shack Inc. | CL A | 4,889 | $271.3K | <0.1% | −807−14.2% | Reduced | History |
| CARAvis Budget Group, Inc. | COM | 1,393 | $271.4K | <0.1% | −54−3.7% | Reduced | History |
| SWNSouthwestern Energy Co | COM | 54,272 | $271.4K | <0.1% | +13,838+34.2% | Added | History |
| JBSSSanfilippo John B & Son Inc | COM | 2,800 | $271.4K | <0.1% | −92−3.2% | Reduced | History |
| IPARInterparfums Inc | COM | 1,908 | $271.4K | <0.1% | −527−21.6% | Reduced | History |
| AMEDAmedisys Inc | COM | 3,690 | $271.4K | <0.1% | +871+30.9% | Added | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 1,311 | $271.4K | <0.1% | +286+27.9% | Added | History |
| NUVANuvasive Inc | COM | 6,570 | $271.4K | <0.1% | +838+14.6% | Added | History |
| ACMAecom | COM | 3,219 | $271.4K | <0.1% | +439+15.8% | Added | History |
| CDECoeur Mining, Inc. | COM NEW | 68,027 | $271.4K | <0.1% | −1,934−2.8% | Reduced | History |
| HXLHexcel Corp | COM | 3,977 | $271.4K | <0.1% | −33−0.8% | Reduced | History |
| SAICScience Applications International Corp | COM | 2,526 | $271.4K | <0.1% | +406+19.2% | Added | History |
| NATINational Instruments Corp | COM | 5,180 | $271.5K | <0.1% | −1,233−19.2% | Reduced | History |
| CHRDChord Energy Corp | COM NEW | 2,017 | $271.5K | <0.1% | +292+16.9% | Added | History |
| FLOFlowers Foods Inc | COM | 9,905 | $271.5K | <0.1% | +1,724+21.1% | Added | History |
| POSTPost Holdings, Inc. | COM | 3,021 | $271.5K | <0.1% | +415+15.9% | Added | History |
| CYRXCryoport, Inc. | COM PAR $0.001 | 11,314 | $271.5K | <0.1% | −2,376−17.4% | Reduced | History |
| LOPEGrand Canyon Education, Inc. | COM | 2,384 | $271.5K | <0.1% | +159+7.1% | Added | History |
| SCIService Corp International | COM | 3,948 | $271.5K | <0.1% | +541+15.9% | Added | History |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 4,687 | $271.6K | <0.1% | −331−6.6% | Reduced | History |
| HQYHealthequity, Inc. | COM | 4,626 | $271.6K | <0.1% | +796+20.8% | Added | History |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 4,731 | $271.6K | <0.1% | +531+12.6% | Added | History |
| HALOHalozyme Therapeutics, Inc. | COM | 7,113 | $271.6K | <0.1% | +2,982+72.2% | Added | History |
| AINAlbany International Corp | CL A | 3,040 | $271.7K | <0.1% | +651+27.2% | Added | History |
| KBRKBR, Inc. | COM | 4,935 | $271.7K | <0.1% | +472+10.6% | Added | History |
| EMEEMCOR Group, Inc. | Stock | 1,671 | $271.7K | <0.1% | +85+5.4% | Added | History |
| CACICACI International Inc | CL A | 917 | $271.7K | <0.1% | +134+17.1% | Added | History |
| HIBBHibbett Inc | COM | 4,607 | $271.7K | <0.1% | +1,171+34.1% | Added | History |
| GNTXGentex Corp | COM | 9,694 | $271.7K | <0.1% | +1,080+12.5% | Added | History |
| HLHecla Mining Co | COM | 42,928 | $271.7K | <0.1% | +329+0.8% | Added | History |
| SAFTSafety Insurance Group Inc | COM | 3,647 | $271.8K | <0.1% | +854+30.6% | Added | History |
| OLEDUniversal Display Corp | COM | 1,752 | $271.8K | <0.1% | −442−20.1% | Reduced | History |
| AEHRAehr Test Systems | COM | 8,762 | $271.8K | <0.1% | +8,762 | New | History |
| ALGTAllegiant Travel CO | COM | 2,955 | $271.8K | <0.1% | −524−15.1% | Reduced | History |
| COKECoca-Cola Consolidated, Inc. | COM | 508 | $271.8K | <0.1% | +48+10.4% | Added | History |
| TTGTTechTarget, Inc. | COM | 7,526 | $271.8K | <0.1% | +2,170+40.5% | Added | History |
| BJRIBJs RESTAURANTS INC | COM | 9,329 | $271.8K | <0.1% | +468+5.3% | Added | History |
| TOLToll Brothers, Inc. | COM | 4,529 | $271.9K | <0.1% | −165−3.5% | Reduced | History |
| CBTCabot Corp | COM | 3,548 | $271.9K | <0.1% | −7,454−67.8% | Reduced | History |
| NEUNewmarket Corp | COM | 745 | $271.9K | <0.1% | −14−1.8% | Reduced | History |
| ATIAti Inc | Stock | 6,891 | $271.9K | <0.1% | −988−12.5% | Reduced | History |
| VRNSVaronis Systems Inc | COM | 10,455 | $271.9K | <0.1% | +659+6.7% | Added | History |
| SUMSummit Materials, Inc. | CL A | 9,545 | $271.9K | <0.1% | +1,230+14.8% | Added | History |
| LITELumentum Holdings Inc. | COM | 5,035 | $271.9K | <0.1% | +532+11.8% | Added | History |
| ICFIICF International, Inc. | Stock | 2,479 | $271.9K | <0.1% | +108+4.6% | Added | History |
| AMSFAmerisafe Inc | COM | 5,556 | $272.0K | <0.1% | +1,040+23.0% | Added | History |
| SMSM Energy Co | COM | 9,658 | $272.0K | <0.1% | +2,888+42.7% | Added | History |
| AIRAar Corp | Stock | 4,986 | $272.0K | <0.1% | −254−4.8% | Reduced | History |
| AGIOAgios Pharmaceuticals, Inc. | COM | 11,843 | $272.0K | <0.1% | +3,366+39.7% | Added | History |
| FOLDAmicus Therapeutics, Inc. | COM | 24,533 | $272.1K | <0.1% | +4,981+25.5% | Added | History |
| CHCOCity Holding Co | COM | 2,994 | $272.1K | <0.1% | +483+19.2% | Added | History |
| FBINFortune Brands Innovations, Inc. | COM | 4,633 | $272.1K | <0.1% | +506+12.3% | Added | History |
| ORAOrmat Technologies, Inc. | COM | 3,210 | $272.1K | <0.1% | +493+18.1% | Added | History |
| MMSMaximus, Inc. | COM | 3,458 | $272.1K | <0.1% | +245+7.6% | Added | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 3,767 | $272.2K | <0.1% | +905+31.6% | Added | History |
| PINCPremier, Inc. | CL A | 8,408 | $272.2K | <0.1% | +1,663+24.7% | Added | History |
Sold out since Q4 2022 (25)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| iShares Tr46434V860 | TRS FLT RT BD | 996,224 | $50.2M | 6.5% | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 56,406 | $2.78M | 0.4% | – |
| SIVBSVB Financial Group | COM | 9,338 | $2.15M | 0.3% | History |
| BWABorgwarner Inc | COM | 35,047 | $1.41M | 0.2% | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 19,030 | $1.05M | 0.1% | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 20,463 | $931.5K | 0.1% | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 19,218 | $927.1K | 0.1% | – |
| Signature BK New York N Y82669G104 | COM | 7,431 | $856.2K | 0.1% | – |
| NWSNews Corp | CL B | 33,619 | $619.9K | 0.1% | History |
| AOSSmith A O Corp | COM | 10,581 | $605.6K | 0.1% | History |
| GPKGraphic Packaging Holding Co | COM | 24,925 | $554.6K | 0.1% | History |
| USFDUS Foods Holding Corp. | COM | 15,388 | $523.5K | 0.1% | History |
| GEFGreif, Inc | CL A | 7,751 | $519.8K | 0.1% | History |
| EATBrinker International, Inc | Stock | 16,204 | $517.1K | 0.1% | History |
| DINDine Brands Global, Inc. | COM | 7,980 | $515.5K | 0.1% | History |
| HPHelmerich & Payne, Inc. | COM | 8,097 | $401.4K | 0.1% | History |
| KKRKKR & Co. Inc. | COM | 7,407 | $343.8K | <0.1% | History |
| First Rep BK San Francisco C33616C100 | COM | 2,814 | $343.0K | <0.1% | – |
| PNWPinnacle West Capital Corp | COM | 3,758 | $285.8K | <0.1% | History |
| SJISouth Jersey Industries Inc | COM | 7,989 | $283.9K | <0.1% | History |
| LHCGLHC Group, Inc | COM | 1,513 | $244.6K | <0.1% | History |
| UMPQUmpqua Holdings Corp | COM | 13,307 | $237.5K | <0.1% | History |
| REGRegency Centers Corp | COM | 3,736 | $233.5K | <0.1% | History |
| PGENPrecigen, Inc. | COM | 24,006 | $36.5K | <0.1% | History |
| BKDBrookdale Senior Living Inc. | COM | 10,045 | $27.4K | <0.1% | History |