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
276
$12.5M 0.05%
152,875
+35,951
277
$12.4M 0.05%
518,265
+23,072
278
$12.4M 0.05%
207,531
+182,716
279
$12.4M 0.05%
55,142
-68,279
280
$12.3M 0.05%
50,015
-389
281
$12.3M 0.05%
134,300
+3,418
282
$12.2M 0.05%
278,684
-6,912
283
$12M 0.05%
54,484
+2,843
284
$12M 0.05%
90,881
-267
285
$12M 0.05%
108,640
+32,554
286
$12M 0.05%
181,726
+162,132
287
$12M 0.05%
127,643
+992
288
$11.9M 0.05%
42,793
+401
289
$11.9M 0.05%
486,923
-112,404
290
$11.9M 0.05%
64,174
-825
291
$11.9M 0.05%
139,112
+15,547
292
$11.8M 0.05%
508,763
-12,093
293
$11.8M 0.05%
133,614
+8,558
294
$11.7M 0.05%
467,291
-6,631
295
$11.7M 0.05%
266,943
+85,650
296
$11.6M 0.05%
153,093
+40,196
297
$11.4M 0.05%
162,359
+34,641
298
$11.3M 0.05%
95,749
+4,850
299
$11.2M 0.05%
171,744
-11,760
300
$11.1M 0.05%
58,511
+2,406
10 11
12
13 14