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
826
$1.78M 0.01%
20,452
+83
827
$1.78M 0.01%
8,760
+145
828
$1.78M 0.01%
22,131
+7,195
829
$1.78M 0.01%
32,729
+226
830
$1.77M 0.01%
72,470
+62,463
831
$1.77M 0.01%
16,273
+838
832
$1.76M 0.01%
26,084
+18,696
833
$1.76M 0.01%
5,178
-154
834
$1.75M 0.01%
61,704
-1,917
835
$1.74M 0.01%
7,594
+487
836
$1.74M 0.01%
14,686
+673
837
$1.74M 0.01%
30,231
+24,116
838
$1.73M 0.01%
10,005
+164
839
$1.73M 0.01%
44,347
-2,509
840
$1.73M 0.01%
26,315
+15,209
841
$1.73M 0.01%
4,891
+885
842
$1.72M 0.01%
173,315
+9,184
843
$1.71M 0.01%
9,324
+1,235
844
$1.71M 0.01%
8,109
+1,339
845
$1.7M 0.01%
27,782
+26,320
846
$1.69M 0.01%
74,198
+5,643
847
$1.69M 0.01%
7,464
+192
848
$1.69M 0.01%
20,934
-1,821
849
$1.69M 0.01%
29,522
+4,565
850
$1.67M 0.01%
9,705
+323
32 33
34
35 36