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
1701
$249K ﹤0.01%
1,348
-194
1702
$248K ﹤0.01%
3,417
+58
1703
$247K ﹤0.01%
9,830
1704
$245K ﹤0.01%
1,781
-317
1705
$245K ﹤0.01%
6,197
+564
1706
$245K ﹤0.01%
11,615
-656
1707
$244K ﹤0.01%
3,463
+5
1708
$244K ﹤0.01%
9,561
+350
1709
$242K ﹤0.01%
7,166
+80
1710
$241K ﹤0.01%
6,435
+442
1711
$241K ﹤0.01%
1,910
-860
1712
$241K ﹤0.01%
10,835
+640
1713
$240K ﹤0.01%
8,703
+1,810
1714
$240K ﹤0.01%
4,618
+171
1715
$240K ﹤0.01%
16,542
-414
1716
$239K ﹤0.01%
5,388
-2,295
1717
$238K ﹤0.01%
10,138
-1,022
1718
$238K ﹤0.01%
2,768
+1,922
1719
$237K ﹤0.01%
18,384
-8,692
1720
$235K ﹤0.01%
8,188
+3,496
1721
$234K ﹤0.01%
3,737
+1,041
1722
$234K ﹤0.01%
7,228
-364
1723
$234K ﹤0.01%
24,482
-496
1724
$234K ﹤0.01%
4,883
+2
1725
$234K ﹤0.01%
3,695
67 68
69
70 71