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
1751
$225K ﹤0.01%
2,166
-48
1752
$225K ﹤0.01%
1,210
+20
1753
$225K ﹤0.01%
2,698
-56
1754
$224K ﹤0.01%
3,233
+200
1755
$224K ﹤0.01%
42,304
+4,137
1756
$224K ﹤0.01%
4,676
+811
1757
$224K ﹤0.01%
26,430
-313
1758
$224K ﹤0.01%
7,045
-21
1759
$223K ﹤0.01%
8,734
+3,261
1760
$223K ﹤0.01%
1,057
+132
1761
$222K ﹤0.01%
21,403
1762
$222K ﹤0.01%
3,918
+125
1763
$222K ﹤0.01%
7,306
-41
1764
$221K ﹤0.01%
928
+12
1765
$220K ﹤0.01%
+3,697
1766
$220K ﹤0.01%
8,951
1767
$220K ﹤0.01%
12,723
+11,190
1768
$219K ﹤0.01%
10,122
+3,713
1769
$219K ﹤0.01%
1,661
+364
1770
$218K ﹤0.01%
6,271
-16
1771
$218K ﹤0.01%
4,321
+189
1772
$218K ﹤0.01%
4,344
1773
$217K ﹤0.01%
2,510
+7
1774
$216K ﹤0.01%
5,666
+1,458
1775
$216K ﹤0.01%
10,094
+2,490
69 70
71
72 73