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
726
$2.33M 0.01%
6,909
+797
727
$2.33M 0.01%
35,785
-12,535
728
$2.32M 0.01%
17,599
+3,225
729
$2.31M 0.01%
19,697
+149
730
$2.31M 0.01%
57,648
+33,804
731
$2.3M 0.01%
7,676
+2,530
732
$2.3M 0.01%
54,578
+15,511
733
$2.29M 0.01%
18,518
+1,166
734
$2.29M 0.01%
15,399
-707
735
$2.29M 0.01%
14,004
-843
736
$2.29M 0.01%
15,920
+528
737
$2.29M 0.01%
31,401
+11,662
738
$2.28M 0.01%
12,666
+1,430
739
$2.28M 0.01%
14,701
-1,536
740
$2.27M 0.01%
11,579
+5,876
741
$2.27M 0.01%
10,122
+4
742
$2.27M 0.01%
128,442
-887
743
$2.27M 0.01%
60,574
+5,223
744
$2.24M 0.01%
33,552
+81
745
$2.24M 0.01%
103,597
-16,326
746
$2.23M 0.01%
24,810
-7,217
747
$2.23M 0.01%
28,553
-3,318
748
$2.22M 0.01%
38,733
+5,010
749
$2.22M 0.01%
9,847
+373
750
$2.21M 0.01%
38,146
-6,877
28 29
30
31 32