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
1376
$505K ﹤0.01%
19,749
+10,514
1377
$503K ﹤0.01%
8,535
+3
1378
$502K ﹤0.01%
25,150
+18,809
1379
$502K ﹤0.01%
9,963
+987
1380
$501K ﹤0.01%
10,301
-24,358
1381
$500K ﹤0.01%
8,943
-8,928
1382
$498K ﹤0.01%
13,712
+1,717
1383
$498K ﹤0.01%
9,939
+4,093
1384
$497K ﹤0.01%
17,658
+473
1385
$497K ﹤0.01%
16,741
+3,127
1386
$488K ﹤0.01%
8,173
+4,928
1387
$484K ﹤0.01%
3,411
+56
1388
$484K ﹤0.01%
20,293
+3,824
1389
$483K ﹤0.01%
20,206
+6,312
1390
$480K ﹤0.01%
6,930
+550
1391
$479K ﹤0.01%
+42,882
1392
$476K ﹤0.01%
1,452
+18
1393
$476K ﹤0.01%
17,912
+17,017
1394
$476K ﹤0.01%
2,692
-70
1395
$475K ﹤0.01%
6,637
-1,603
1396
$474K ﹤0.01%
13,273
+5,990
1397
$474K ﹤0.01%
2,896
-2,819
1398
$473K ﹤0.01%
9,385
+2,053
1399
$472K ﹤0.01%
9,215
+7,212
1400
$472K ﹤0.01%
8,938
+1,451
54 55
56
57 58