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
451
$5.57M 0.02%
277,877
+117,327
452
$5.56M 0.02%
33,842
+4,132
453
$5.53M 0.02%
237,719
+10,451
454
$5.52M 0.02%
223,375
-30,748
455
$5.46M 0.02%
113,141
-9,427
456
$5.43M 0.02%
53,749
+49,300
457
$5.43M 0.02%
83,072
+3,012
458
$5.41M 0.02%
106,125
+45,275
459
$5.37M 0.02%
98,492
-4,076
460
$5.34M 0.02%
88,177
+40,598
461
$5.3M 0.02%
47,334
+8,842
462
$5.28M 0.02%
37,893
+34
463
$5.26M 0.02%
39,958
-157,851
464
$5.25M 0.02%
142,008
-6,077
465
$5.23M 0.02%
54,663
-4,013
466
$5.22M 0.02%
210,034
-552
467
$5.19M 0.02%
153,552
-10,073
468
$5.16M 0.02%
22,498
-661
469
$5.16M 0.02%
28,252
-319
470
$5.16M 0.02%
104,027
-2,571
471
$5.14M 0.02%
30,191
-1,222
472
$5.12M 0.02%
24,105
+2,055
473
$5.08M 0.02%
18,379
+3,004
474
$5.05M 0.02%
83,654
+71,837
475
$5.04M 0.02%
13,181
+9,887
17 18
19
20 21