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
651
$2.87M 0.01%
27,695
+352
652
$2.86M 0.01%
17,192
+2,838
653
$2.85M 0.01%
58,006
-1,747
654
$2.84M 0.01%
10,103
+1,541
655
$2.84M 0.01%
162,572
+57,393
656
$2.84M 0.01%
49,376
+14,466
657
$2.81M 0.01%
12,399
+3,434
658
$2.81M 0.01%
15,325
+2,808
659
$2.81M 0.01%
65,749
-2,116
660
$2.8M 0.01%
8,428
+4,187
661
$2.8M 0.01%
67,891
-1,116
662
$2.78M 0.01%
141,724
+43,288
663
$2.76M 0.01%
3,979
+1,935
664
$2.76M 0.01%
82,832
+48,189
665
$2.76M 0.01%
66,714
-124
666
$2.75M 0.01%
45,004
+16,046
667
$2.75M 0.01%
19,622
+624
668
$2.73M 0.01%
88,696
+25,275
669
$2.72M 0.01%
127,450
+4,154
670
$2.72M 0.01%
30,658
+9,255
671
$2.71M 0.01%
4,566
+1,710
672
$2.69M 0.01%
70,531
-38,993
673
$2.68M 0.01%
35,387
-111
674
$2.67M 0.01%
8,939
-558
675
$2.67M 0.01%
235,293
+128,836
25 26
27
28 29