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
626
$3.02M 0.01%
17,923
+2,919
627
$3.01M 0.01%
24,582
+10,200
628
$3.01M 0.01%
25,828
-680
629
$3M 0.01%
35,453
+9,671
630
$3M 0.01%
102,591
+60,304
631
$3M 0.01%
27,118
+1,996
632
$2.99M 0.01%
8,807
+67
633
$2.99M 0.01%
159,851
+21,491
634
$2.99M 0.01%
21,887
+14,003
635
$2.96M 0.01%
12,808
+3,119
636
$2.95M 0.01%
18,085
-1,245
637
$2.95M 0.01%
12,771
+2,340
638
$2.94M 0.01%
12,875
+4,976
639
$2.94M 0.01%
4,627
+264
640
$2.94M 0.01%
49,878
+3,936
641
$2.93M 0.01%
30,262
-6,654
642
$2.92M 0.01%
29,450
+2,815
643
$2.91M 0.01%
41,306
+4,919
644
$2.91M 0.01%
45,900
-4,672
645
$2.9M 0.01%
25,528
+6,637
646
$2.89M 0.01%
11,889
+4,014
647
$2.89M 0.01%
38,230
+4,179
648
$2.88M 0.01%
114,808
+8,914
649
$2.88M 0.01%
4,794
+976
650
$2.88M 0.01%
+85,184
24 25
26
27 28