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
1076
$1.01M ﹤0.01%
9,972
+4,871
1077
$1.01M ﹤0.01%
10,339
+5,114
1078
$1.01M ﹤0.01%
8,606
-40
1079
$1.01M ﹤0.01%
14,237
+209
1080
$1.01M ﹤0.01%
33,767
+78
1081
$1.01M ﹤0.01%
12,993
+583
1082
$1M ﹤0.01%
26,580
+643
1083
$1M ﹤0.01%
13,188
+146
1084
$1M ﹤0.01%
22,269
+1,810
1085
$1M ﹤0.01%
26,968
+17
1086
$998K ﹤0.01%
+44,558
1087
$997K ﹤0.01%
17,014
+3,072
1088
$997K ﹤0.01%
41,619
+1,709
1089
$996K ﹤0.01%
30,677
+25,525
1090
$995K ﹤0.01%
9,253
-779
1091
$993K ﹤0.01%
25,091
+9,667
1092
$989K ﹤0.01%
19,215
+16,946
1093
$986K ﹤0.01%
20,366
-29,542
1094
$982K ﹤0.01%
1,902
+153
1095
$980K ﹤0.01%
8,441
-2,277
1096
$979K ﹤0.01%
27,926
+13,301
1097
$977K ﹤0.01%
12,544
-3,844
1098
$976K ﹤0.01%
12,623
+60
1099
$970K ﹤0.01%
3,096
+149
1100
$967K ﹤0.01%
17,742
+121
42 43
44
45 46