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
301
$10.9M 0.05%
17,338
+428
302
$10.9M 0.05%
200,954
+193,980
303
$10.8M 0.04%
107,825
-74,650
304
$10.8M 0.04%
199,906
+31,316
305
$10.7M 0.04%
133,363
+5,044
306
$10.6M 0.04%
444,124
-10,635
307
$10.6M 0.04%
210,192
+13,630
308
$10.6M 0.04%
45,523
+11,467
309
$10.5M 0.04%
21,181
-8,092
310
$10.4M 0.04%
201,043
+23,292
311
$10.4M 0.04%
112,284
-22,997
312
$10.4M 0.04%
378,701
-25,294
313
$10.3M 0.04%
242,088
+11,626
314
$10.3M 0.04%
93,937
+9,577
315
$10.3M 0.04%
563,365
+18,044
316
$10.3M 0.04%
52,032
+2,294
317
$10.3M 0.04%
24,320
+2,378
318
$10.2M 0.04%
30,558
-4,449
319
$10.2M 0.04%
118,472
+114,550
320
$10.1M 0.04%
62,368
+196
321
$10M 0.04%
78,948
+34,754
322
$9.96M 0.04%
61,218
-1,695
323
$9.95M 0.04%
131,749
+48,876
324
$9.78M 0.04%
75,785
+28,624
325
$9.78M 0.04%
77,557
-7,979
11 12
13
14 15