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
2626
$62K ﹤0.01%
2,611
+1,821
2627
$62K ﹤0.01%
1,180
+465
2628
$62K ﹤0.01%
462
-23
2629
$62K ﹤0.01%
647
-9
2630
$62K ﹤0.01%
3,121
+1,365
2631
$62K ﹤0.01%
9,443
-2,764
2632
$62K ﹤0.01%
2,670
+606
2633
$62K ﹤0.01%
2,758
+468
2634
$62K ﹤0.01%
994
+34
2635
$62K ﹤0.01%
1,547
+134
2636
$61K ﹤0.01%
2,631
+236
2637
$61K ﹤0.01%
5,110
-6
2638
$61K ﹤0.01%
2,337
-103
2639
$61K ﹤0.01%
1,240
+16
2640
$61K ﹤0.01%
1,256
+64
2641
$61K ﹤0.01%
5,370
+191
2642
$61K ﹤0.01%
4,405
+3,329
2643
$61K ﹤0.01%
2,248
-154
2644
$61K ﹤0.01%
2,931
+913
2645
$61K ﹤0.01%
1,707
-1,328
2646
$61K ﹤0.01%
6,069
+2,417
2647
$61K ﹤0.01%
2,781
-106
2648
$61K ﹤0.01%
5,459
-19,695
2649
$61K ﹤0.01%
9,528
+730
2650
$61K ﹤0.01%
1,280
-174
104 105
106
107 108