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
801
$1.91M 0.01%
22,518
-981
802
$1.9M 0.01%
30,106
+194
803
$1.9M 0.01%
36,404
-3,222
804
$1.9M 0.01%
3,644
+60
805
$1.89M 0.01%
3,002
-698
806
$1.89M 0.01%
93,522
+26,551
807
$1.89M 0.01%
15,781
+3,895
808
$1.87M 0.01%
23,104
+12,258
809
$1.86M 0.01%
13,892
+1,848
810
$1.86M 0.01%
7,220
-580
811
$1.86M 0.01%
10,528
-136
812
$1.85M 0.01%
75,208
+15,051
813
$1.85M 0.01%
7,643
-147
814
$1.85M 0.01%
10,629
-1,139
815
$1.84M 0.01%
12,076
+256
816
$1.83M 0.01%
9,899
+1,794
817
$1.83M 0.01%
19,432
+1,879
818
$1.83M 0.01%
40,683
-35,558
819
$1.82M 0.01%
21,461
+4,791
820
$1.82M 0.01%
50,845
+42,441
821
$1.82M 0.01%
14,413
+49
822
$1.8M 0.01%
67,782
+17,484
823
$1.79M 0.01%
42,260
+2,556
824
$1.79M 0.01%
13,628
+4,159
825
$1.79M 0.01%
24,144
+3,930
31 32
33
34 35