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
1651
$272K ﹤0.01%
4,213
-1,000
1652
$272K ﹤0.01%
7,127
+58
1653
$271K ﹤0.01%
2,096
-89
1654
$270K ﹤0.01%
45,621
+7,834
1655
$270K ﹤0.01%
2,325
-216
1656
$270K ﹤0.01%
4,058
+2,843
1657
$270K ﹤0.01%
2,325
-2,266
1658
$269K ﹤0.01%
2,580
-326
1659
$267K ﹤0.01%
6,557
-150
1660
$267K ﹤0.01%
2,055
+366
1661
$267K ﹤0.01%
712
+433
1662
$265K ﹤0.01%
19,383
-39,180
1663
$265K ﹤0.01%
13,360
+11,940
1664
$265K ﹤0.01%
1,598
-615
1665
$264K ﹤0.01%
69,162
+587
1666
$264K ﹤0.01%
981
+6
1667
$264K ﹤0.01%
9,592
-1,140
1668
$264K ﹤0.01%
7,831
+7,500
1669
$263K ﹤0.01%
7,729
+136
1670
$263K ﹤0.01%
5,829
+397
1671
$262K ﹤0.01%
6,777
1672
$261K ﹤0.01%
10,931
+3,553
1673
$260K ﹤0.01%
1,410
+604
1674
$260K ﹤0.01%
4,486
-618
1675
$259K ﹤0.01%
4,846
+1,064
65 66
67
68 69