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
1326
$572K ﹤0.01%
16,171
+14,590
1327
$572K ﹤0.01%
16,771
+8,609
1328
$571K ﹤0.01%
19,833
+10,287
1329
$570K ﹤0.01%
20,403
+11,806
1330
$569K ﹤0.01%
13,936
+12,903
1331
$568K ﹤0.01%
16,639
+8,508
1332
$567K ﹤0.01%
18,766
+9,759
1333
$566K ﹤0.01%
60,124
-58,637
1334
$561K ﹤0.01%
21,785
+6,834
1335
$560K ﹤0.01%
366,256
+68,600
1336
$558K ﹤0.01%
7,500
-214
1337
$557K ﹤0.01%
6,236
+4,122
1338
$556K ﹤0.01%
1,328
-5
1339
$554K ﹤0.01%
53,500
+5,851
1340
$551K ﹤0.01%
51,996
+25,848
1341
$547K ﹤0.01%
15,612
+4,037
1342
$544K ﹤0.01%
315
+65
1343
$541K ﹤0.01%
8,279
+4,126
1344
$540K ﹤0.01%
9,567
+3,201
1345
$539K ﹤0.01%
10,485
+147
1346
$538K ﹤0.01%
13,295
-10,021
1347
$536K ﹤0.01%
13,861
+6,859
1348
$536K ﹤0.01%
17,776
+75
1349
$534K ﹤0.01%
25,033
+2,103
1350
$530K ﹤0.01%
4,607
-41
52 53
54
55 56