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
476
$4.99M 0.02%
137,131
+8,214
477
$4.91M 0.02%
30,234
+733
478
$4.9M 0.02%
196,665
+17,927
479
$4.88M 0.02%
12,321
-538
480
$4.88M 0.02%
93,379
+34,451
481
$4.87M 0.02%
24,676
+18,642
482
$4.82M 0.02%
96,809
-34,083
483
$4.81M 0.02%
73,382
+11,005
484
$4.78M 0.02%
52,883
+1,111
485
$4.76M 0.02%
44,098
+2,856
486
$4.75M 0.02%
43,382
+4,054
487
$4.74M 0.02%
16,460
+90
488
$4.72M 0.02%
18,600
-355
489
$4.69M 0.02%
83,725
+37,345
490
$4.66M 0.02%
315,394
-64,601
491
$4.64M 0.02%
110,438
-18,600
492
$4.6M 0.02%
15,878
+1,499
493
$4.59M 0.02%
22,356
-866
494
$4.57M 0.02%
34,772
+3,249
495
$4.55M 0.02%
52,923
+83
496
$4.54M 0.02%
13,793
+2,756
497
$4.53M 0.02%
41,998
-1,596
498
$4.52M 0.02%
12,962
+893
499
$4.51M 0.02%
58,489
+13,372
500
$4.5M 0.02%
54,612
-2,614
18 19
20
21 22