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
1276
$654K ﹤0.01%
53,902
-1,826
1277
$653K ﹤0.01%
+13,285
1278
$650K ﹤0.01%
37,269
+2,953
1279
$650K ﹤0.01%
15,685
+6,720
1280
$648K ﹤0.01%
2,269
-120
1281
$647K ﹤0.01%
6,078
+4,622
1282
$647K ﹤0.01%
14,026
+808
1283
$646K ﹤0.01%
23,599
+1,709
1284
$646K ﹤0.01%
5,640
+2,840
1285
$644K ﹤0.01%
+18,159
1286
$643K ﹤0.01%
44,031
+36,122
1287
$637K ﹤0.01%
20,902
-6,828
1288
$633K ﹤0.01%
6,363
+1,277
1289
$631K ﹤0.01%
31,365
+14,646
1290
$625K ﹤0.01%
4,339
-313
1291
$625K ﹤0.01%
18,274
+1,230
1292
$624K ﹤0.01%
6,115
-10
1293
$623K ﹤0.01%
15,463
-2,948
1294
$622K ﹤0.01%
44,655
-542
1295
$621K ﹤0.01%
7,646
+2,195
1296
$621K ﹤0.01%
3,458
-999
1297
$620K ﹤0.01%
8,976
+2,248
1298
$620K ﹤0.01%
4,340
+461
1299
$620K ﹤0.01%
11,949
+72
1300
$618K ﹤0.01%
1,688
+864
50 51
52
53 54