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
426
$6.25M 0.03%
145,797
+80,441
427
$6.23M 0.03%
10,016
+3,131
428
$6.15M 0.03%
102,978
+275
429
$6.14M 0.03%
237,437
+1,907
430
$6.14M 0.03%
10,769
+3,862
431
$6.13M 0.03%
134,430
-8,400
432
$6.09M 0.03%
25,059
-1,061
433
$6.09M 0.03%
18,361
+1,013
434
$6.07M 0.03%
16,857
+2,313
435
$6.06M 0.03%
213,193
+42,593
436
$6.01M 0.02%
14,118
+7,566
437
$6M 0.02%
78,057
+3,629
438
$5.93M 0.02%
137,109
-7,520
439
$5.86M 0.02%
138,665
+33,937
440
$5.81M 0.02%
249,216
-15,107
441
$5.81M 0.02%
105,738
-10,756
442
$5.8M 0.02%
64,767
+23,138
443
$5.74M 0.02%
277,955
+8,580
444
$5.73M 0.02%
139,179
+34,593
445
$5.63M 0.02%
62,420
-2,308
446
$5.61M 0.02%
44,688
+32,834
447
$5.61M 0.02%
109,791
+108,571
448
$5.61M 0.02%
42,654
+21,345
449
$5.59M 0.02%
96,602
+22,381
450
$5.59M 0.02%
82,773
+10,487
16 17
18
19 20