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
326
$9.78M 0.04%
18,795
-16,319
327
$9.76M 0.04%
114,661
-7,648
328
$9.76M 0.04%
43,212
+1,181
329
$9.76M 0.04%
286,291
-3,395
330
$9.75M 0.04%
189,339
+4,200
331
$9.65M 0.04%
232,168
+86,978
332
$9.56M 0.04%
161,008
+3,836
333
$9.33M 0.04%
369,662
+11,777
334
$9.3M 0.04%
99,658
+1,629
335
$9.26M 0.04%
178,439
-11,249
336
$9.24M 0.04%
130,494
+13,671
337
$9.24M 0.04%
303,028
+301,246
338
$9.07M 0.04%
267,121
+88,707
339
$9.05M 0.04%
8,831
-315
340
$9.03M 0.04%
218,651
+5,790
341
$8.92M 0.04%
180,546
+156,896
342
$8.89M 0.04%
134,500
+51,332
343
$8.84M 0.04%
29,799
+6,816
344
$8.79M 0.04%
76,051
+33,351
345
$8.77M 0.04%
170,720
-17,443
346
$8.77M 0.04%
92,799
+16,235
347
$8.77M 0.04%
386,105
+179,519
348
$8.71M 0.04%
78,838
+7,114
349
$8.65M 0.04%
283,523
+35,616
350
$8.55M 0.04%
124,944
+4,567
12 13
14
15 16