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
776
$2.04M 0.01%
37,160
-36,039
777
$2.03M 0.01%
11,437
+422
778
$2.02M 0.01%
64,659
+15,555
779
$2.02M 0.01%
296,107
+11,002
780
$2.01M 0.01%
32,917
-100
781
$2M 0.01%
45,420
+6,330
782
$1.99M 0.01%
20,490
+6,883
783
$1.99M 0.01%
119,355
+118,781
784
$1.99M 0.01%
13,889
+3,542
785
$1.98M 0.01%
39,350
+3,353
786
$1.96M 0.01%
1,864
+2
787
$1.96M 0.01%
6,768
+195
788
$1.96M 0.01%
69,200
+2,856
789
$1.96M 0.01%
12,691
+1,587
790
$1.96M 0.01%
16,240
+7,261
791
$1.96M 0.01%
51,333
+4,991
792
$1.95M 0.01%
32,274
+11,023
793
$1.95M 0.01%
54,266
+12,310
794
$1.95M 0.01%
89,726
+2,361
795
$1.93M 0.01%
10,679
+507
796
$1.92M 0.01%
21,573
-168
797
$1.92M 0.01%
14,272
+2,781
798
$1.92M 0.01%
17,176
-725
799
$1.92M 0.01%
25,875
-299
800
$1.91M 0.01%
25,256
+11,982
30 31
32
33 34