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
1726
$234K ﹤0.01%
9,480
+75
1727
$234K ﹤0.01%
+80,000
1728
$233K ﹤0.01%
8,534
+362
1729
$233K ﹤0.01%
31,210
+30,210
1730
$232K ﹤0.01%
3,024
+2,128
1731
$232K ﹤0.01%
2,357
+62
1732
$232K ﹤0.01%
+8,980
1733
$232K ﹤0.01%
2,190
-1,284
1734
$232K ﹤0.01%
2,079
+19
1735
$231K ﹤0.01%
1,894
-19
1736
$230K ﹤0.01%
11,010
+1,712
1737
$230K ﹤0.01%
13,559
+2,975
1738
$228K ﹤0.01%
3,947
-150
1739
$228K ﹤0.01%
3,429
1740
$228K ﹤0.01%
6,402
+1,090
1741
$227K ﹤0.01%
4,416
+1,997
1742
$227K ﹤0.01%
15,913
-1,309
1743
$226K ﹤0.01%
6,166
-850
1744
$226K ﹤0.01%
+6,468
1745
$226K ﹤0.01%
6,206
+4,405
1746
$226K ﹤0.01%
20,317
-84
1747
$226K ﹤0.01%
14,327
+92
1748
$226K ﹤0.01%
24,931
+2,699
1749
$225K ﹤0.01%
2,655
-160
1750
$225K ﹤0.01%
3,131
+378
68 69
70
71 72