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
1451
$423K ﹤0.01%
6,382
-4,460
1452
$422K ﹤0.01%
4,621
-412
1453
$421K ﹤0.01%
1,707
+458
1454
$421K ﹤0.01%
5,674
1455
$420K ﹤0.01%
3,832
-1,750
1456
$419K ﹤0.01%
8,257
-352
1457
$418K ﹤0.01%
7,144
+758
1458
$417K ﹤0.01%
6,067
+1,206
1459
$415K ﹤0.01%
10,227
-137
1460
$413K ﹤0.01%
2,015
+7
1461
$411K ﹤0.01%
5,250
-551
1462
$411K ﹤0.01%
8,546
+7,055
1463
$411K ﹤0.01%
4,471
-722
1464
$410K ﹤0.01%
8,692
+2,694
1465
$409K ﹤0.01%
10,918
+447
1466
$406K ﹤0.01%
19,085
+17,365
1467
$405K ﹤0.01%
5,405
+475
1468
$403K ﹤0.01%
6,558
-1,823
1469
$402K ﹤0.01%
4,537
+27
1470
$401K ﹤0.01%
846
-106
1471
$400K ﹤0.01%
52,405
+330
1472
$399K ﹤0.01%
5,698
1473
$398K ﹤0.01%
2,782
1474
$397K ﹤0.01%
10,517
+1,984
1475
$394K ﹤0.01%
14,520
-1,726
57 58
59
60 61