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
2151
$123K ﹤0.01%
618
+44
2152
$123K ﹤0.01%
8,557
-125
2153
$123K ﹤0.01%
1,894
-141
2154
$122K ﹤0.01%
6,328
-7,956
2155
$122K ﹤0.01%
978
+1
2156
$122K ﹤0.01%
3,724
-49
2157
$122K ﹤0.01%
3,263
-312
2158
$121K ﹤0.01%
12,897
-11,902
2159
$121K ﹤0.01%
3,482
+1,227
2160
$121K ﹤0.01%
4,487
-63
2161
$120K ﹤0.01%
9,156
-11
2162
$120K ﹤0.01%
2,909
+386
2163
$120K ﹤0.01%
1,187
+4
2164
$120K ﹤0.01%
33,011
-48,979
2165
$119K ﹤0.01%
13,211
+1,728
2166
$119K ﹤0.01%
1,739
-30
2167
$119K ﹤0.01%
1,877
-26
2168
$119K ﹤0.01%
20,297
+9,091
2169
$119K ﹤0.01%
2,435
+237
2170
$119K ﹤0.01%
12,594
-3,821
2171
$119K ﹤0.01%
1,931
+6
2172
$119K ﹤0.01%
5,005
-490
2173
$119K ﹤0.01%
3,735
+1,058
2174
$119K ﹤0.01%
2,604
+1,385
2175
$118K ﹤0.01%
763
-15
85 86
87
88 89