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
576
$3.45M 0.01%
63,823
+6,859
577
$3.43M 0.01%
31,415
-1,038
578
$3.4M 0.01%
115,035
+30,964
579
$3.38M 0.01%
39,604
+2,055
580
$3.37M 0.01%
93,890
+6,949
581
$3.36M 0.01%
56,153
-1,836
582
$3.35M 0.01%
18,595
+13,033
583
$3.35M 0.01%
24,026
+4,138
584
$3.31M 0.01%
50,115
+22,827
585
$3.3M 0.01%
52,743
-171
586
$3.29M 0.01%
8,914
+239
587
$3.29M 0.01%
70,600
+7,988
588
$3.28M 0.01%
21,751
+490
589
$3.25M 0.01%
70,645
-9,656
590
$3.25M 0.01%
124,787
+6,638
591
$3.25M 0.01%
46,831
+1,333
592
$3.25M 0.01%
36,964
-2,324
593
$3.24M 0.01%
45,882
+11,318
594
$3.22M 0.01%
4,574
+55
595
$3.22M 0.01%
36,902
+1,894
596
$3.21M 0.01%
73,739
-18,828
597
$3.2M 0.01%
6,600
-394
598
$3.19M 0.01%
98,974
+725
599
$3.19M 0.01%
16,811
+5,603
600
$3.19M 0.01%
17,093
+9,228
22 23
24
25 26