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
1176
$834K ﹤0.01%
59,258
-52,353
1177
$834K ﹤0.01%
7,898
+932
1178
$833K ﹤0.01%
41,986
+967
1179
$832K ﹤0.01%
8,445
+4,013
1180
$830K ﹤0.01%
16,486
+15,100
1181
$819K ﹤0.01%
23,711
-1,067
1182
$818K ﹤0.01%
9,183
-520
1183
$818K ﹤0.01%
5,633
-134
1184
$818K ﹤0.01%
4,778
-174
1185
$815K ﹤0.01%
3,405
+44
1186
$814K ﹤0.01%
17,033
+844
1187
$810K ﹤0.01%
3,180
+1,660
1188
$809K ﹤0.01%
34,362
-3,172
1189
$809K ﹤0.01%
4,646
+96
1190
$806K ﹤0.01%
7,682
-1,430
1191
$805K ﹤0.01%
1,360
-795
1192
$805K ﹤0.01%
5,631
-302
1193
$804K ﹤0.01%
42,360
+35,023
1194
$801K ﹤0.01%
10,712
+769
1195
$801K ﹤0.01%
23,600
+23,130
1196
$798K ﹤0.01%
21,306
+6,016
1197
$794K ﹤0.01%
7,182
+3,463
1198
$792K ﹤0.01%
6,000
-1,326
1199
$792K ﹤0.01%
31,283
-3,487
1200
$786K ﹤0.01%
6,229
-1,969
46 47
48
49 50