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
1826
$198K ﹤0.01%
5,855
-2,813
1827
$198K ﹤0.01%
504
+36
1828
$197K ﹤0.01%
19,550
-33
1829
$197K ﹤0.01%
2,593
+1,247
1830
$196K ﹤0.01%
1,027
-427
1831
$196K ﹤0.01%
24
+3
1832
$196K ﹤0.01%
5,090
1833
$196K ﹤0.01%
14,281
+5,072
1834
$196K ﹤0.01%
3,349
+314
1835
$195K ﹤0.01%
43,429
+4,619
1836
$195K ﹤0.01%
463
+7
1837
$195K ﹤0.01%
6,790
1838
$194K ﹤0.01%
798
+710
1839
$194K ﹤0.01%
913
-79
1840
$193K ﹤0.01%
2,127
-63
1841
$193K ﹤0.01%
19,708
+12,487
1842
$192K ﹤0.01%
872
+27
1843
$192K ﹤0.01%
10,329
+160
1844
$191K ﹤0.01%
13,390
+297
1845
$191K ﹤0.01%
1,360
+655
1846
$191K ﹤0.01%
5,437
+240
1847
$190K ﹤0.01%
3,665
+511
1848
$190K ﹤0.01%
2,120
+1,824
1849
$190K ﹤0.01%
10,227
-272
1850
$190K ﹤0.01%
7,492
72 73
74
75 76