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
551
$3.62M 0.02%
50,095
+1,525
552
$3.61M 0.02%
141,515
+18,841
553
$3.61M 0.02%
119,748
+1,479
554
$3.6M 0.02%
11,120
+452
555
$3.6M 0.02%
7,679
+916
556
$3.6M 0.01%
124,224
+57,539
557
$3.59M 0.01%
22,701
+7,260
558
$3.58M 0.01%
96,303
-10,297
559
$3.58M 0.01%
45,596
-2,856
560
$3.56M 0.01%
77,310
+5,317
561
$3.55M 0.01%
96,776
+38,079
562
$3.55M 0.01%
69,465
-201,873
563
$3.55M 0.01%
33,218
+1,118
564
$3.54M 0.01%
161,171
-16,572
565
$3.54M 0.01%
49,231
+21,633
566
$3.52M 0.01%
89,045
+35,984
567
$3.52M 0.01%
46,048
+1,697
568
$3.52M 0.01%
30,849
+2,231
569
$3.5M 0.01%
111,606
+39,562
570
$3.5M 0.01%
14,173
+5,106
571
$3.5M 0.01%
85,845
-3,483
572
$3.48M 0.01%
163,200
+11,159
573
$3.47M 0.01%
75,106
+72,371
574
$3.46M 0.01%
16,490
-310
575
$3.46M 0.01%
22,477
-3,181
21 22
23
24 25