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
351
$8.55M 0.04%
180,285
-1,754
352
$8.51M 0.04%
65,796
-1,559
353
$8.51M 0.04%
190,546
+14,301
354
$8.5M 0.04%
33,509
+14,269
355
$8.38M 0.03%
28,635
+8,694
356
$8.32M 0.03%
14,531
+61
357
$8.3M 0.03%
173,504
+80,925
358
$8.27M 0.03%
75,036
-15,986
359
$8.25M 0.03%
166,412
+133,046
360
$8.24M 0.03%
125,319
+4,879
361
$8.17M 0.03%
359,985
+3,543
362
$8.14M 0.03%
94,594
-1,010
363
$8.12M 0.03%
14,258
-8,120
364
$8.11M 0.03%
169,586
+14,396
365
$8.1M 0.03%
173,645
+20,348
366
$8.06M 0.03%
163,037
-2,772
367
$8.05M 0.03%
188,752
+108,594
368
$8.04M 0.03%
619,294
+19,345
369
$8.03M 0.03%
280,219
+46,708
370
$8.01M 0.03%
71,311
+5,167
371
$7.93M 0.03%
189,242
+3,294
372
$7.86M 0.03%
124,166
+4,678
373
$7.84M 0.03%
255,203
-16,294
374
$7.81M 0.03%
326,963
+12,090
375
$7.81M 0.03%
125,346
-12,754
13 14
15
16 17