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
701
$2.5M 0.01%
38,785
-9,753
702
$2.47M 0.01%
8,484
+4,483
703
$2.46M 0.01%
23,283
+3,028
704
$2.46M 0.01%
13,793
+5,373
705
$2.46M 0.01%
22,726
+2,157
706
$2.45M 0.01%
10,329
+8,318
707
$2.45M 0.01%
48,959
+16,182
708
$2.44M 0.01%
82,700
+21,585
709
$2.44M 0.01%
119,919
+1,741
710
$2.44M 0.01%
57,248
+2,025
711
$2.42M 0.01%
87,383
+161
712
$2.41M 0.01%
18,068
+1,861
713
$2.41M 0.01%
4,520
+1,610
714
$2.4M 0.01%
19,619
+2,630
715
$2.4M 0.01%
15,725
+12,440
716
$2.4M 0.01%
18,118
+5,725
717
$2.39M 0.01%
58,166
+9,744
718
$2.38M 0.01%
187,577
+75,369
719
$2.38M 0.01%
17,512
+4,179
720
$2.38M 0.01%
96,965
+4,428
721
$2.36M 0.01%
81,599
+36,149
722
$2.36M 0.01%
10,022
+5,858
723
$2.36M 0.01%
58,197
+44,666
724
$2.35M 0.01%
17,956
-1,965
725
$2.33M 0.01%
13,915
+3,210
27 28
29
30 31