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
901
$1.5M 0.01%
26,457
+5,841
902
$1.49M 0.01%
97,121
+65,072
903
$1.48M 0.01%
16,288
+4,280
904
$1.48M 0.01%
50,305
-4,191
905
$1.48M 0.01%
2,074
-198
906
$1.47M 0.01%
4,551
-108
907
$1.47M 0.01%
5,444
-862
908
$1.46M 0.01%
25,074
+7,635
909
$1.46M 0.01%
3,087
-21
910
$1.46M 0.01%
10,549
-113
911
$1.46M 0.01%
43,801
+22,718
912
$1.45M 0.01%
9,611
-1,575
913
$1.45M 0.01%
59,608
+3,502
914
$1.45M 0.01%
54,121
+2,688
915
$1.44M 0.01%
58,481
-7,305
916
$1.44M 0.01%
45,741
-13,762
917
$1.42M 0.01%
44,595
+20,873
918
$1.42M 0.01%
16,833
-4,820
919
$1.42M 0.01%
29,151
-12,475
920
$1.42M 0.01%
24,582
+11,394
921
$1.42M 0.01%
29,661
-129
922
$1.41M 0.01%
37,952
+7,664
923
$1.41M 0.01%
15,188
+11,124
924
$1.4M 0.01%
825
+15
925
$1.4M 0.01%
27,923
+2,284
35 36
37
38 39