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
1526
$336K ﹤0.01%
25,240
-20,876
1527
$336K ﹤0.01%
17,829
+561
1528
$336K ﹤0.01%
28,905
+1,848
1529
$335K ﹤0.01%
9,911
-33
1530
$335K ﹤0.01%
2,132
+66
1531
$334K ﹤0.01%
2,283
-3,303
1532
$332K ﹤0.01%
34,563
-3,116
1533
$331K ﹤0.01%
23,038
+228
1534
$331K ﹤0.01%
16,976
-858
1535
$330K ﹤0.01%
10,262
+1,034
1536
$330K ﹤0.01%
4,247
+866
1537
$329K ﹤0.01%
6,817
+183
1538
$329K ﹤0.01%
4,603
+2,548
1539
$328K ﹤0.01%
6,992
-15,173
1540
$327K ﹤0.01%
2,571
+78
1541
$327K ﹤0.01%
1,729
-3,522
1542
$327K ﹤0.01%
2,736
-312
1543
$326K ﹤0.01%
6,123
-75
1544
$326K ﹤0.01%
1,858
+55
1545
$326K ﹤0.01%
2,998
+795
1546
$325K ﹤0.01%
18,249
1547
$324K ﹤0.01%
3,240
+484
1548
$324K ﹤0.01%
2,249
-284
1549
$324K ﹤0.01%
22,675
+3,160
1550
$323K ﹤0.01%
3,452
+236
60 61
62
63 64