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
851
$1.67M 0.01%
46,238
+663
852
$1.67M 0.01%
20,363
+2,107
853
$1.66M 0.01%
28,293
+8,282
854
$1.66M 0.01%
15,224
-816
855
$1.66M 0.01%
60,078
856
$1.65M 0.01%
7,484
+2,419
857
$1.65M 0.01%
1,748
+46
858
$1.65M 0.01%
11,767
-708
859
$1.64M 0.01%
29,862
-5,312
860
$1.64M 0.01%
4,431
-3,114
861
$1.64M 0.01%
41,976
+11,856
862
$1.63M 0.01%
43,988
+6,677
863
$1.63M 0.01%
60,429
+56,895
864
$1.62M 0.01%
14,845
-203
865
$1.62M 0.01%
17,523
-204
866
$1.62M 0.01%
40,402
+5,062
867
$1.61M 0.01%
15,709
+3,526
868
$1.61M 0.01%
20,798
+7,453
869
$1.6M 0.01%
43,639
+42,184
870
$1.6M 0.01%
32,579
-9,464
871
$1.6M 0.01%
20,225
-6,717
872
$1.59M 0.01%
35,641
+27,903
873
$1.59M 0.01%
13,385
-37
874
$1.59M 0.01%
9,335
+1,477
875
$1.59M 0.01%
23,540
+81
33 34
35
36 37