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
376
$7.75M 0.03%
42,563
+8,917
377
$7.73M 0.03%
77,911
+31,261
378
$7.72M 0.03%
64,166
+16,423
379
$7.7M 0.03%
32,051
+9,169
380
$7.58M 0.03%
90,731
-2,156
381
$7.49M 0.03%
43,465
+2,589
382
$7.47M 0.03%
291,592
+18,706
383
$7.47M 0.03%
150,717
-2,908
384
$7.42M 0.03%
104,751
+70,493
385
$7.41M 0.03%
58,036
+5,709
386
$7.4M 0.03%
30,887
-1,730
387
$7.35M 0.03%
265,230
+1,938
388
$7.31M 0.03%
273,792
+14,186
389
$7.21M 0.03%
141,775
+119,227
390
$7.21M 0.03%
53,330
-9,300
391
$7.16M 0.03%
178,040
+847
392
$7.16M 0.03%
143,276
-6,947
393
$7.14M 0.03%
25,484
+43
394
$7.13M 0.03%
149,068
+23,428
395
$7.12M 0.03%
225,255
+3,304
396
$7.12M 0.03%
134,221
+54,446
397
$7.11M 0.03%
38,082
-4,128
398
$7.1M 0.03%
26,879
+12,751
399
$7.05M 0.03%
181,225
-3,199
400
$6.97M 0.03%
76,369
+2,598
14 15
16
17 18