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
751
$2.21M 0.01%
109,748
+10,591
752
$2.21M 0.01%
135,841
+6,176
753
$2.2M 0.01%
50,784
+3,250
754
$2.2M 0.01%
47,672
+24,239
755
$2.19M 0.01%
38,444
+14,718
756
$2.17M 0.01%
6,858
+1,503
757
$2.15M 0.01%
9,170
+548
758
$2.15M 0.01%
21,348
+6,429
759
$2.14M 0.01%
27,045
-1,695
760
$2.14M 0.01%
37,238
+4,283
761
$2.13M 0.01%
5,033
+1,564
762
$2.13M 0.01%
54,017
+46,731
763
$2.12M 0.01%
41,711
-123
764
$2.12M 0.01%
7,062
-295
765
$2.11M 0.01%
151,608
+15,403
766
$2.1M 0.01%
10,461
-433
767
$2.1M 0.01%
61,152
-2,150
768
$2.09M 0.01%
24,407
-1,942
769
$2.08M 0.01%
39,854
+2,710
770
$2.08M 0.01%
10,198
+7,119
771
$2.06M 0.01%
35,927
-1,254
772
$2.06M 0.01%
25,539
+577
773
$2.06M 0.01%
35,827
+1,716
774
$2.05M 0.01%
76,955
-1,848
775
$2.04M 0.01%
3
29 30
31
32 33