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
526
$4.08M 0.02%
59,776
-253
527
$4.07M 0.02%
66,408
-1,182
528
$4.07M 0.02%
187,332
-1,837
529
$4.07M 0.02%
76,102
+1,159
530
$4.05M 0.02%
152,313
-3,588
531
$3.99M 0.02%
84,232
-4,873
532
$3.99M 0.02%
19,263
+4,828
533
$3.98M 0.02%
95,248
+12,470
534
$3.97M 0.02%
57,424
+43,127
535
$3.95M 0.02%
21,436
-1,989
536
$3.94M 0.02%
48,339
+19,981
537
$3.94M 0.02%
99,325
-636
538
$3.93M 0.02%
64,989
+30,070
539
$3.93M 0.02%
54,166
-2,760
540
$3.93M 0.02%
96,893
-3,363
541
$3.91M 0.02%
121,319
+40,544
542
$3.91M 0.02%
78,958
-46,690
543
$3.88M 0.02%
26,729
-854
544
$3.88M 0.02%
8,404
+908
545
$3.79M 0.02%
137,938
+38,762
546
$3.74M 0.02%
8,591
+7,140
547
$3.69M 0.02%
34,799
+3,731
548
$3.66M 0.02%
31,130
+22,239
549
$3.65M 0.02%
97,889
+59,143
550
$3.63M 0.02%
122,292
+1,193
20 21
22
23 24