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
1351
$529K ﹤0.01%
10,549
+8,925
1352
$528K ﹤0.01%
7,746
-881
1353
$528K ﹤0.01%
1,422
+241
1354
$527K ﹤0.01%
5,870
+374
1355
$523K ﹤0.01%
3,893
+510
1356
$523K ﹤0.01%
+9,755
1357
$523K ﹤0.01%
75,356
-10,615
1358
$523K ﹤0.01%
4,931
-305
1359
$521K ﹤0.01%
2,262
-118
1360
$521K ﹤0.01%
2,778
+139
1361
$518K ﹤0.01%
1,461
+233
1362
$518K ﹤0.01%
+11,281
1363
$517K ﹤0.01%
14,273
+8,953
1364
$516K ﹤0.01%
10,585
-1,705
1365
$516K ﹤0.01%
2,789
+330
1366
$515K ﹤0.01%
4,911
+4,027
1367
$514K ﹤0.01%
19,628
-23,127
1368
$514K ﹤0.01%
6,687
+5,016
1369
$514K ﹤0.01%
25,511
-6,029
1370
$513K ﹤0.01%
4,301
+258
1371
$511K ﹤0.01%
16,101
+1,222
1372
$511K ﹤0.01%
41,018
-948
1373
$509K ﹤0.01%
2,476
+206
1374
$508K ﹤0.01%
6,778
+4,417
1375
$507K ﹤0.01%
28,182
+6,351
53 54
55
56 57