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
51
$83.2M 0.35%
495,993
+19,736
52
$82.1M 0.34%
879,239
-31,740
53
$81.7M 0.34%
210,015
+14,078
54
$81M 0.34%
999,555
+38,301
55
$79.3M 0.33%
2,012,588
+200,276
56
$78.6M 0.33%
1,519,188
+49,841
57
$74.8M 0.31%
856,365
-21,582
58
$74.2M 0.31%
234,897
+11,733
59
$73.9M 0.31%
1,592,817
+131,398
60
$73.6M 0.31%
683,909
+44,480
61
$73.3M 0.3%
3,153,312
+306,127
62
$73.1M 0.3%
94,718
+19,629
63
$72.8M 0.3%
683,531
-108,826
64
$72.8M 0.3%
1,613,119
-13,684
65
$69.5M 0.29%
287,149
+95,889
66
$69.1M 0.29%
1,801,524
+506,282
67
$68.2M 0.28%
471,740
+37,070
68
$67.6M 0.28%
1,672,598
+55,345
69
$66.7M 0.28%
1,125,849
+67,518
70
$65.9M 0.27%
680,561
+49,515
71
$65.7M 0.27%
1,209,812
+174,268
72
$65.6M 0.27%
510,211
+3,902
73
$65.1M 0.27%
733,304
+4,564
74
$64.9M 0.27%
383,236
+30,758
75
$64.5M 0.27%
2,466,570
+437,937
1 2
3
4 5