Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.1B
AUM Growth
+$852M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,293
New
Increased
Reduced
Closed

Top Buys

1
+$91.8M
2
+$86M
3
+$45.3M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$41.3M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$38.1M

Top Sells

1
+$110M
2
+$47.7M
3
+$34.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$34.1M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$29M

Sector Composition

1 Technology 8.88%
2 Financials 3.88%
3 Consumer Discretionary 3.32%
4 Healthcare 3.13%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17.7M 0.07%
67,068
-2,106
227
$17.6M 0.07%
+361,332
228
$17.5M 0.07%
157,555
+3,907
229
$17.5M 0.07%
231,237
+6,917
230
$17.4M 0.07%
391,244
+53,727
231
$17.4M 0.07%
374,478
-5,213
232
$17.3M 0.07%
111,680
-3,284
233
$17.2M 0.07%
58,204
-2,451
234
$17.2M 0.07%
47,386
-1,024
235
$17.1M 0.07%
326,672
+20,968
236
$17.1M 0.07%
571,167
+254,052
237
$16.9M 0.07%
538,943
+52,011
238
$16.7M 0.07%
233,910
-56,458
239
$16.7M 0.07%
147,713
-1,356
240
$16.7M 0.07%
282,525
+1,617
241
$16.6M 0.07%
274,901
+56,126
242
$16.2M 0.07%
331,967
+222,923
243
$16.1M 0.07%
161,045
-1,174
244
$15.9M 0.07%
249,802
+2,616
245
$15.7M 0.07%
338,397
-157,693
246
$15.7M 0.07%
35,119
-3,703
247
$15.4M 0.06%
326,650
+237,190
248
$15.3M 0.06%
185,720
+7,341
249
$15.3M 0.06%
131,941
+3,653
250
$15M 0.06%
323,614
-15,674
8 9
10
11 12