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
1626
$282K ﹤0.01%
4,917
+3,193
1627
$282K ﹤0.01%
+11,159
1628
$281K ﹤0.01%
11,913
+493
1629
$281K ﹤0.01%
2,824
+1,675
1630
$280K ﹤0.01%
15,510
-33,650
1631
$280K ﹤0.01%
9,383
+12
1632
$280K ﹤0.01%
18,746
-9,040
1633
$280K ﹤0.01%
8,173
-67
1634
$279K ﹤0.01%
3,237
+160
1635
$278K ﹤0.01%
6,795
+8
1636
$278K ﹤0.01%
3,681
+1,123
1637
$277K ﹤0.01%
2,600
+387
1638
$277K ﹤0.01%
9,319
-2,063
1639
$277K ﹤0.01%
30,828
+28,509
1640
$277K ﹤0.01%
2,912
-844
1641
$277K ﹤0.01%
7,419
-2,398
1642
$276K ﹤0.01%
5,269
-3,194
1643
$276K ﹤0.01%
2,877
-758
1644
$275K ﹤0.01%
4,248
-104
1645
$275K ﹤0.01%
9,114
+92
1646
$275K ﹤0.01%
3,477
+1,525
1647
$274K ﹤0.01%
2,066
+63
1648
$273K ﹤0.01%
5,752
+17
1649
$273K ﹤0.01%
7,929
+7,490
1650
$272K ﹤0.01%
7,279
+6,317
64 65
66
67 68