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
1476
$394K ﹤0.01%
13,958
+7,762
1477
$393K ﹤0.01%
17,007
+15,980
1478
$392K ﹤0.01%
3,084
-548
1479
$390K ﹤0.01%
11,543
+9,684
1480
$389K ﹤0.01%
6,477
+661
1481
$387K ﹤0.01%
13,318
-706
1482
$387K ﹤0.01%
7,278
+70
1483
$386K ﹤0.01%
31,516
1484
$384K ﹤0.01%
890
-67
1485
$383K ﹤0.01%
7,050
-16
1486
$383K ﹤0.01%
1,138
+17
1487
$381K ﹤0.01%
13,196
+10,764
1488
$379K ﹤0.01%
4,382
-1,605
1489
$377K ﹤0.01%
14,485
-6
1490
$376K ﹤0.01%
1,760
-484
1491
$375K ﹤0.01%
3,208
-2,756
1492
$375K ﹤0.01%
4,427
+405
1493
$370K ﹤0.01%
8,790
-538
1494
$369K ﹤0.01%
1,457
-140
1495
$369K ﹤0.01%
13,843
+1,007
1496
$368K ﹤0.01%
3,423
+1,455
1497
$368K ﹤0.01%
31,894
+735
1498
$368K ﹤0.01%
7,666
+2,022
1499
$367K ﹤0.01%
2,081
-1,890
1500
$367K ﹤0.01%
3,819
+2,028
58 59
60
61 62