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
1226
$737K ﹤0.01%
32,330
+16,334
1227
$736K ﹤0.01%
11,464
+310
1228
$735K ﹤0.01%
664
+37
1229
$728K ﹤0.01%
11,110
-562
1230
$728K ﹤0.01%
4,457
+701
1231
$726K ﹤0.01%
24,244
+6,768
1232
$726K ﹤0.01%
+19,233
1233
$725K ﹤0.01%
9,557
+1,113
1234
$725K ﹤0.01%
14,376
+1,289
1235
$721K ﹤0.01%
2,173
+687
1236
$720K ﹤0.01%
23,324
-964
1237
$719K ﹤0.01%
6,840
-850
1238
$719K ﹤0.01%
2,330
+2,265
1239
$719K ﹤0.01%
3,179
+2,420
1240
$718K ﹤0.01%
9,967
+805
1241
$718K ﹤0.01%
7,045
+907
1242
$717K ﹤0.01%
7,949
+583
1243
$715K ﹤0.01%
5,218
+762
1244
$715K ﹤0.01%
67,647
+3,442
1245
$712K ﹤0.01%
10,574
+3,091
1246
$708K ﹤0.01%
39,301
-23,941
1247
$705K ﹤0.01%
7,647
+2,513
1248
$705K ﹤0.01%
22,244
+2,000
1249
$703K ﹤0.01%
6,291
+5,839
1250
$703K ﹤0.01%
13,250
+150
48 49
50
51 52