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
1676
$259K ﹤0.01%
2,738
-33
1677
$258K ﹤0.01%
8,082
+1,894
1678
$257K ﹤0.01%
10,203
-2,519
1679
$256K ﹤0.01%
11,405
+162
1680
$256K ﹤0.01%
5,204
+296
1681
$256K ﹤0.01%
1,392
+142
1682
$256K ﹤0.01%
3,664
+305
1683
$255K ﹤0.01%
5,605
-152
1684
$254K ﹤0.01%
4,413
+1,016
1685
$254K ﹤0.01%
9,887
-4,976
1686
$253K ﹤0.01%
995
-24
1687
$253K ﹤0.01%
13,371
+942
1688
$253K ﹤0.01%
2,655
+450
1689
$252K ﹤0.01%
17,262
+7,673
1690
$252K ﹤0.01%
3,753
+966
1691
$251K ﹤0.01%
6,831
+2,234
1692
$251K ﹤0.01%
+7,694
1693
$251K ﹤0.01%
3,846
-240
1694
$251K ﹤0.01%
1,562
-208
1695
$251K ﹤0.01%
10,834
+2,529
1696
$250K ﹤0.01%
589
-12
1697
$250K ﹤0.01%
6,223
1698
$250K ﹤0.01%
8,169
-472
1699
$250K ﹤0.01%
4,089
+1,634
1700
$249K ﹤0.01%
3,649
+201
66 67
68
69 70