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
876
$1.58M 0.01%
32,865
+20,440
877
$1.58M 0.01%
18,705
-2,088
878
$1.58M 0.01%
20,464
+541
879
$1.58M 0.01%
146,718
+32,029
880
$1.58M 0.01%
3,819
+79
881
$1.57M 0.01%
12,669
+2,399
882
$1.56M 0.01%
12,559
-544
883
$1.56M 0.01%
46,809
-1,465
884
$1.55M 0.01%
37,104
-1,814
885
$1.55M 0.01%
17,071
+4,242
886
$1.55M 0.01%
43,832
+13,069
887
$1.54M 0.01%
33,334
+8,378
888
$1.52M 0.01%
14,565
+3,715
889
$1.52M 0.01%
36,938
-3,278
890
$1.52M 0.01%
42,374
-35,993
891
$1.52M 0.01%
475
+40
892
$1.52M 0.01%
6,648
-1,145
893
$1.52M 0.01%
10,536
+6,481
894
$1.51M 0.01%
77,710
-1,614
895
$1.51M 0.01%
33,949
+23,084
896
$1.51M 0.01%
48,987
+14,582
897
$1.51M 0.01%
19,877
+2,823
898
$1.5M 0.01%
116,557
+73,901
899
$1.5M 0.01%
43,601
+13,061
900
$1.5M 0.01%
12,698
+1,309
34 35
36
37 38