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
1251
$702K ﹤0.01%
6,412
+117
1252
$699K ﹤0.01%
11,086
-4,434
1253
$698K ﹤0.01%
20,768
+2,230
1254
$696K ﹤0.01%
9,376
+1,016
1255
$696K ﹤0.01%
62,902
-2,235
1256
$694K ﹤0.01%
31,672
+2,696
1257
$694K ﹤0.01%
1,798
+513
1258
$693K ﹤0.01%
5,632
+32
1259
$692K ﹤0.01%
6,544
+5,696
1260
$691K ﹤0.01%
27,180
+12,139
1261
$691K ﹤0.01%
11,880
-1,411
1262
$690K ﹤0.01%
4,097
+1,336
1263
$683K ﹤0.01%
6,720
+850
1264
$683K ﹤0.01%
36,170
+7,500
1265
$673K ﹤0.01%
45,572
+24,214
1266
$672K ﹤0.01%
4,700
-1,587
1267
$672K ﹤0.01%
6,986
+301
1268
$672K ﹤0.01%
10,383
-117
1269
$671K ﹤0.01%
5,827
+1,022
1270
$666K ﹤0.01%
+12,351
1271
$664K ﹤0.01%
18,971
+14,225
1272
$660K ﹤0.01%
11,639
-48
1273
$659K ﹤0.01%
8,123
+851
1274
$658K ﹤0.01%
7,984
+234
1275
$654K ﹤0.01%
4,416
-189
49 50
51
52 53