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
676
$2.66M 0.01%
163,421
-11,866
677
$2.64M 0.01%
54,746
+30,586
678
$2.63M 0.01%
11,242
-398
679
$2.63M 0.01%
12,509
+2,085
680
$2.62M 0.01%
12,683
+5,519
681
$2.61M 0.01%
21,498
-987
682
$2.6M 0.01%
73,418
-30,522
683
$2.59M 0.01%
59,789
-2,482
684
$2.58M 0.01%
11,527
-1,845
685
$2.57M 0.01%
85,566
+16,990
686
$2.57M 0.01%
118,730
-191,934
687
$2.57M 0.01%
27,826
+1,426
688
$2.56M 0.01%
33,594
+2,627
689
$2.55M 0.01%
22,150
+133
690
$2.54M 0.01%
90,511
-5,909
691
$2.54M 0.01%
79,917
+18,979
692
$2.53M 0.01%
10,241
+3,351
693
$2.53M 0.01%
6,281
-96
694
$2.52M 0.01%
45,949
-631
695
$2.52M 0.01%
5,190
-54
696
$2.52M 0.01%
5,545
+1,302
697
$2.51M 0.01%
35,584
+3,644
698
$2.51M 0.01%
28,926
-1,304
699
$2.51M 0.01%
49,051
+14,122
700
$2.51M 0.01%
24,945
+6,933
26 27
28
29 30