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
126
$36.3M 0.15%
1,683,073
-68,012
127
$36.2M 0.15%
138,937
+9,132
128
$35.8M 0.15%
611,512
+14,107
129
$35.2M 0.15%
572,998
+24,643
130
$35M 0.15%
1,524,536
-105,128
131
$34.9M 0.15%
701,077
-35,963
132
$34.8M 0.14%
66,031
+8,104
133
$33.8M 0.14%
175,415
-10,610
134
$33.7M 0.14%
364,485
-790
135
$33.6M 0.14%
593,301
+11,853
136
$33.1M 0.14%
1,477,540
+83,445
137
$31.8M 0.13%
1,011,282
+515,813
138
$31.7M 0.13%
78,911
+7,271
139
$31.6M 0.13%
286,723
+67,397
140
$31.6M 0.13%
628,458
+36,680
141
$31.4M 0.13%
366,886
+61,978
142
$31.3M 0.13%
502,663
+67,944
143
$31.2M 0.13%
88,642
-2,713
144
$30.5M 0.13%
84,074
+6,263
145
$30.5M 0.13%
246,698
+143,674
146
$30.3M 0.13%
137,850
+11,196
147
$29.7M 0.12%
306,535
+19,182
148
$29M 0.12%
120,576
-5,483
149
$29M 0.12%
59,740
+2,133
150
$29M 0.12%
1,141,847
+52,835
4 5
6
7 8