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
1901
$177K ﹤0.01%
8,281
-9,427
1902
$177K ﹤0.01%
11,926
-1,305
1903
$177K ﹤0.01%
2,589
+390
1904
$177K ﹤0.01%
+7,416
1905
$177K ﹤0.01%
4,617
+691
1906
$176K ﹤0.01%
2,308
+802
1907
$176K ﹤0.01%
9,622
-2,686
1908
$176K ﹤0.01%
3,984
-40
1909
$175K ﹤0.01%
1,789
+512
1910
$175K ﹤0.01%
9,297
+2,780
1911
$175K ﹤0.01%
10,850
+124
1912
$174K ﹤0.01%
9,085
+11
1913
$174K ﹤0.01%
14,892
+224
1914
$174K ﹤0.01%
6,800
-2,993
1915
$174K ﹤0.01%
3,326
+10
1916
$174K ﹤0.01%
4,881
+6
1917
$174K ﹤0.01%
9,994
-620
1918
$173K ﹤0.01%
5,389
+3,028
1919
$173K ﹤0.01%
13,899
+521
1920
$173K ﹤0.01%
3,153
+491
1921
$173K ﹤0.01%
7,147
+3,519
1922
$173K ﹤0.01%
9,746
+1,780
1923
$173K ﹤0.01%
2,724
+1,243
1924
$172K ﹤0.01%
18,738
+12,683
1925
$172K ﹤0.01%
2,375
-6
75 76
77
78 79