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 |
|---|---|---|---|---|---|---|---|
| NXPINXP Semiconductors N.V. | COM | 9,960 | $1.86M | 0.2% | +2,746+38.1% | Added | History |
| RGAReinsurance Group of America Inc | COM NEW | 13,784 | $1.83M | 0.2% | +4,349+46.1% | Added | History |
| ELSEquity Lifestyle Properties Inc | COM | 27,139 | $1.82M | 0.2% | +1,911+7.6% | Added | History |
| DOCUDocuSign, Inc. | Stock | 30,875 | $1.80M | 0.2% | +3,505+12.8% | Added | History |
| CTLTCatalent, Inc. | COM | 27,099 | $1.78M | 0.2% | +1,452+5.7% | Added | History |
| CPTCamden Property Trust | REIT | 16,112 | $1.69M | 0.2% | +1,798+12.6% | Added | History |
| WLKWestlake Corp | COM | 14,394 | $1.67M | 0.2% | −99−0.7% | Reduced | History |
| WOLFWolfspeed, Inc. | Stock | 24,950 | $1.62M | 0.2% | +2,176+9.6% | Added | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 28,582 | $1.62M | 0.2% | +346+1.2% | Added | History |
| QLYSQualys, Inc. | COM | 12,104 | $1.57M | 0.2% | +20.0% | Added | History |
| LAMRLamar Advertising Co | REIT | 15,247 | $1.52M | 0.2% | +217+1.4% | Added | History |
| RGENRepligen Corp | COM | 8,876 | $1.49M | 0.2% | +713+8.7% | Added | History |
| LSILife Storage, Inc. | COM | 11,357 | $1.49M | 0.2% | +557+5.2% | Added | History |
| MTZMastec Inc | COM | 15,756 | $1.49M | 0.2% | +99+0.6% | Added | History |
| TXTernium S.A. | SPONSORED ADS | 36,000 | $1.49M | 0.2% | 00.0% | Unchanged | History |
| PIIPolaris Inc. | Stock | 13,193 | $1.46M | 0.2% | +131+1.0% | Added | History |
| SEICSEI Investments Co | COM | 25,182 | $1.45M | 0.2% | +678+2.8% | Added | History |
| CWCurtiss Wright Corp | Stock | 8,014 | $1.41M | 0.2% | +115+1.5% | Added | History |
| ANAutonation, Inc. | COM | 10,512 | $1.41M | 0.2% | 00.0% | Unchanged | History |
| OGEOGE Energy Corp. | COM | 36,975 | $1.39M | 0.2% | +1,301+3.6% | Added | History |
| VMIValmont Industries Inc | COM | 4,330 | $1.38M | 0.2% | +135+3.2% | Added | History |
| FCNFti Consulting, Inc | COM | 6,984 | $1.38M | 0.2% | 00.0% | Unchanged | History |
| GRMNGarmin Ltd | SHS | 13,384 | $1.35M | 0.2% | −7,910−37.1% | Reduced | History |
| CASYCaseys General Stores Inc | COM | 6,225 | $1.35M | 0.2% | +207+3.4% | Added | History |
| OLNOLIN Corp | Stock | 24,259 | $1.35M | 0.2% | −8,734−26.5% | Reduced | History |
| BXPBXP, Inc. | COM | 24,701 | $1.34M | 0.2% | +2,218+9.9% | Added | History |
| NFGNational Fuel Gas Co | Stock | 23,086 | $1.33M | 0.2% | +1,092+5.0% | Added | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 13,945 | $1.31M | 0.2% | −1,318−8.6% | Reduced | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 10,087 | $1.31M | 0.2% | +1,032+11.4% | Added | History |
| SWXSouthwest Gas Holdings, Inc. | COM | 20,208 | $1.26M | 0.2% | +575+2.9% | Added | History |
| IBNIcici Bank Ltd | ADR | 57,914 | $1.25M | 0.2% | +8,876+18.1% | Added | History |
| SCCOSouthern Copper Corp | Stock | 16,378 | $1.25M | 0.2% | −1,441−8.1% | Reduced | History |
| WNS Hldgs Ltd92932M101 | SPON ADR | 13,374 | $1.25M | 0.2% | −64−0.5% | Reduced | – |
| CNICanadian National Railway Co | Stock | 10,372 | $1.22M | 0.2% | +1,543+17.5% | Added | History |
| ICLRIcon PLC | COM | 5,701 | $1.22M | 0.2% | +388+7.3% | Added | History |
| RACEFerrari N.V. | COM | 4,483 | $1.21M | 0.2% | −385−7.9% | Reduced | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 14,322 | $1.21M | 0.2% | +1,248+9.5% | Added | History |
| ORIOld Republic International Corp | COM | 48,096 | $1.20M | 0.2% | 00.0% | Unchanged | History |
| AFGAmerican Financial Group Inc | COM | 9,868 | $1.20M | 0.2% | +520+5.6% | Added | History |
| CCKCrown Holdings, Inc. | COM | 14,031 | $1.16M | 0.1% | +1,378+10.9% | Added | History |
| ARAntero Resources Corp | COM | 49,152 | $1.13M | 0.1% | +4,432+9.9% | Added | History |
| ENREnergizer Holdings, Inc. | COM | 32,124 | $1.11M | 0.1% | +25,112+358.1% | Added | History |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 14,544 | $1.11M | 0.1% | 00.0% | Unchanged | History |
| EHCEncompass Health Corp | COM | 20,376 | $1.10M | 0.1% | 00.0% | Unchanged | History |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 10,978 | $1.08M | 0.1% | +8+0.1% | Added | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 1,083 | $1.05M | 0.1% | −436−28.7% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 3,456 | $1.04M | 0.1% | 00.0% | Unchanged | History |
| DHIHorton D R Inc | COM | 10,193 | $995.8K | 0.1% | −5,155−33.6% | Reduced | History |
| MUSAMurphy USA Inc. | COM | 3,672 | $947.6K | 0.1% | 00.0% | Unchanged | History |
| VLOValero Energy Corp | Stock | 6,738 | $940.7K | 0.1% | +1,022+17.9% | Added | History |
| UTHRUnited Therapeutics Corp | COM | 4,176 | $935.3K | 0.1% | 00.0% | Unchanged | History |
| HALHalliburton Co | Stock | 28,453 | $900.2K | 0.1% | +19,709+225.4% | Added | History |
| DINOHF Sinclair Corp | COM | 18,576 | $898.7K | 0.1% | +132+0.7% | Added | History |
| AVGOBroadcom Inc. | Stock | 1,389 | $891.1K | 0.1% | +775+126.2% | Added | History |
| NOVNOV Inc. | COM | 47,952 | $887.6K | 0.1% | −16,585−25.7% | Reduced | History |
| MURMurphy Oil Corp | COM | 23,760 | $878.6K | 0.1% | 00.0% | Unchanged | History |
| HLITHarmonic Inc. | COM | 59,302 | $865.2K | 0.1% | +41,274+228.9% | Added | History |
| INGRIngredion Inc | COM | 8,477 | $862.4K | 0.1% | +5,568+191.4% | Added | History |
| JBLJabil Inc | Stock | 9,615 | $847.6K | 0.1% | −2,091−17.9% | Reduced | History |
| SMCISuper Micro Computer, Inc. | COM | 7,826 | $833.9K | 0.1% | −1,575−16.8% | Reduced | History |
| ADUSAddus HomeCare Corp | COM | 7,739 | $826.2K | 0.1% | +5,371+226.8% | Added | History |
| EXTRExtreme Networks Inc | COM | 43,109 | $824.2K | 0.1% | +30,184+233.5% | Added | History |
| ENSGEnsign Group, Inc | COM | 8,572 | $819.0K | 0.1% | +6,078+243.7% | Added | History |
| BCOBrinks Co | COM | 12,168 | $812.8K | 0.1% | +7,806+179.0% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 4,824 | $812.0K | 0.1% | +3,163+190.4% | Added | History |
| WCCWesco International Inc | COM | 5,246 | $810.7K | 0.1% | +3,363+178.6% | Added | History |
| PRIPrimerica, Inc. | Stock | 4,699 | $809.4K | 0.1% | +3,038+182.9% | Added | History |
| ATKRAtkore Inc. | COM | 5,752 | $808.0K | 0.1% | +3,673+176.7% | Added | History |
| ECHOEchoStar CORP | CL A | 44,073 | $806.1K | 0.1% | +28,419+181.5% | Added | History |
| WIREEncore Wire Corp | COM | 4,349 | $806.0K | 0.1% | +2,639+154.3% | Added | History |
| ABGAsbury Automotive Group Inc | COM | 3,818 | $801.8K | 0.1% | +2,511+192.1% | Added | History |
| DGIIDigi International Inc | COM | 23,738 | $799.5K | 0.1% | +17,279+267.5% | Added | History |
| HSTMHealthstream Inc | COM | 29,432 | $797.6K | 0.1% | +19,990+211.7% | Added | History |
| MEDPMedpace Holdings, Inc. | COM | 4,236 | $796.6K | 0.1% | +3,124+280.9% | Added | History |
| ENVAEnova International, Inc. | COM | 17,908 | $795.7K | 0.1% | +11,770+191.8% | Added | History |
| NSPInsperity, Inc. | COM | 6,538 | $794.7K | 0.1% | +4,468+215.8% | Added | History |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 74,819 | $787.1K | 0.1% | +55,958+296.7% | Added | History |
| IDCCInterDigital, Inc. | COM | 10,634 | $775.2K | 0.1% | +5,885+123.9% | Added | History |
| EIGEmployers Holdings, Inc. | COM | 18,559 | $773.7K | 0.1% | +13,094+239.6% | Added | History |
| DDSDillard's, Inc. | CL A | 2,458 | $756.3K | 0.1% | +1,732+238.6% | Added | History |
| FNBFNB Corp | COM | 64,957 | $753.5K | 0.1% | +46,950+260.7% | Added | History |
| BURLBurlington Stores, Inc. | COM | 3,647 | $737.1K | 0.1% | +46+1.3% | Added | History |
| ATOAtmos Energy Corp | COM | 6,217 | $698.5K | 0.1% | −1,378−18.1% | Reduced | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 12,653 | $676.8K | 0.1% | +12,653 | New | History |
| CAGConagra Brands Inc. | Stock | 18,007 | $676.3K | 0.1% | +9,187+104.2% | Added | History |
| BHVNBiohaven Ltd. | COM | 47,938 | $654.8K | 0.1% | +5,388+12.7% | Added | History |
| EWBCEast West Bancorp Inc | COM | 11,712 | $650.0K | 0.1% | +2,954+33.7% | Added | History |
| GGGGraco Inc | COM | 8,872 | $647.7K | 0.1% | +266+3.1% | Added | History |
| FHNFirst Horizon Corp | COM | 36,417 | $647.5K | 0.1% | +12,897+54.8% | Added | History |
| JKHYJack Henry & Associates Inc | Stock | 4,287 | $646.1K | 0.1% | −8,094−65.4% | Reduced | History |
| RPMRPM International Inc | COM | 7,406 | $646.1K | 0.1% | +1,455+24.4% | Added | History |
| Northern LTS FD Tr IV66538H393 | INSPIRE TACTICAL | 26,928 | $610.4K | 0.1% | +2,825+11.7% | Added | – |
| BRKRBruker Corp | COM | 7,667 | $604.5K | 0.1% | +7,667 | New | History |
| ACGLArch Capital Group Ltd. | Stock | 8,860 | $601.4K | 0.1% | +8,860 | New | History |
| CALMCal-Maine Foods Inc | COM NEW | 9,752 | $593.8K | 0.1% | +5,444+126.4% | Added | History |
| PAMPampa Energy Inc. | SPONS ADR LVL I | 17,891 | $590.0K | 0.1% | +17,891 | New | History |
| LMTLockheed Martin Corp | Stock | 1,246 | $589.0K | 0.1% | +16+1.3% | Added | History |
| SFMSprouts Farmers Market, Inc. | COM | 16,628 | $582.5K | 0.1% | +9,372+129.2% | Added | History |
| ANDEAndersons, Inc. | COM | 14,007 | $578.8K | 0.1% | +7,314+109.3% | Added | History |
| IMOImperial Oil Ltd | COM NEW | 11,172 | $567.6K | 0.1% | +11,172 | New | 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 |