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
1126
$922K ﹤0.01%
17,539
+932
1127
$920K ﹤0.01%
5,250
+4,926
1128
$920K ﹤0.01%
21,056
-1,524
1129
$916K ﹤0.01%
12,713
+8,731
1130
$915K ﹤0.01%
5,255
-33
1131
$915K ﹤0.01%
+24,998
1132
$914K ﹤0.01%
16,876
+7,821
1133
$909K ﹤0.01%
11,945
+93
1134
$907K ﹤0.01%
7,050
+3,389
1135
$905K ﹤0.01%
36,002
+23,780
1136
$904K ﹤0.01%
3,696
-319
1137
$901K ﹤0.01%
6,157
-145
1138
$900K ﹤0.01%
12,658
-491
1139
$899K ﹤0.01%
13,270
-756
1140
$894K ﹤0.01%
13,152
+492
1141
$893K ﹤0.01%
70,851
-468
1142
$892K ﹤0.01%
27,489
+2,940
1143
$891K ﹤0.01%
57,073
+5,140
1144
$891K ﹤0.01%
22,001
+2,215
1145
$885K ﹤0.01%
11,982
+324
1146
$884K ﹤0.01%
37,391
+24,341
1147
$883K ﹤0.01%
41,665
-3,374
1148
$882K ﹤0.01%
4,771
+2,493
1149
$878K ﹤0.01%
3,235
+313
1150
$878K ﹤0.01%
13,168
+761
44 45
46
47 48