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
1401
$472K ﹤0.01%
20,019
1402
$471K ﹤0.01%
24,451
+710
1403
$470K ﹤0.01%
2,313
-404
1404
$469K ﹤0.01%
18,540
+7,150
1405
$469K ﹤0.01%
4,988
-48
1406
$467K ﹤0.01%
1,114
-65
1407
$464K ﹤0.01%
2,940
-962
1408
$464K ﹤0.01%
27,359
+4,291
1409
$463K ﹤0.01%
6,235
+407
1410
$462K ﹤0.01%
+14,418
1411
$461K ﹤0.01%
4,507
1412
$460K ﹤0.01%
6,070
1413
$459K ﹤0.01%
3,671
+982
1414
$458K ﹤0.01%
47,000
1415
$456K ﹤0.01%
18,511
+1,599
1416
$455K ﹤0.01%
4,360
1417
$455K ﹤0.01%
3,992
+178
1418
$454K ﹤0.01%
6,088
-580
1419
$453K ﹤0.01%
+4,362
1420
$453K ﹤0.01%
18,914
+3,481
1421
$452K ﹤0.01%
214
-43
1422
$451K ﹤0.01%
21,157
+8,827
1423
$448K ﹤0.01%
13,697
-1,334
1424
$447K ﹤0.01%
4,665
+847
1425
$446K ﹤0.01%
2,986
+900
55 56
57
58 59