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
1851
$190K ﹤0.01%
9,597
1852
$189K ﹤0.01%
3,601
+2,051
1853
$189K ﹤0.01%
2,019
+593
1854
$189K ﹤0.01%
2,367
+392
1855
$188K ﹤0.01%
3,701
-24
1856
$188K ﹤0.01%
5,874
-1,411
1857
$188K ﹤0.01%
1,135
+65
1858
$188K ﹤0.01%
58,655
-1,849
1859
$188K ﹤0.01%
3,042
-188
1860
$187K ﹤0.01%
4,307
+2,420
1861
$187K ﹤0.01%
7,833
-741
1862
$187K ﹤0.01%
6,872
+916
1863
$187K ﹤0.01%
6,757
+1,790
1864
$187K ﹤0.01%
2,536
+140
1865
$187K ﹤0.01%
6,901
+6,326
1866
$187K ﹤0.01%
4,252
+4,021
1867
$186K ﹤0.01%
1,361
+109
1868
$186K ﹤0.01%
2,564
+129
1869
$186K ﹤0.01%
1,953
-3,149
1870
$186K ﹤0.01%
3,567
+388
1871
$186K ﹤0.01%
14,065
+2,176
1872
$185K ﹤0.01%
1,636
-4,436
1873
$185K ﹤0.01%
1,870
1874
$184K ﹤0.01%
10,478
+1,569
1875
$184K ﹤0.01%
2,762
+123
73 74
75
76 77