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
2176
$118K ﹤0.01%
1,795
-180
2177
$118K ﹤0.01%
2,213
+708
2178
$117K ﹤0.01%
6,436
+6,193
2179
$117K ﹤0.01%
+6,500
2180
$117K ﹤0.01%
884
+256
2181
$117K ﹤0.01%
+9,780
2182
$117K ﹤0.01%
12,756
-16
2183
$117K ﹤0.01%
4,962
-494
2184
$117K ﹤0.01%
1,730
+26
2185
$116K ﹤0.01%
1,258
+87
2186
$116K ﹤0.01%
2,887
+116
2187
$116K ﹤0.01%
7,175
+217
2188
$116K ﹤0.01%
14,739
+3,889
2189
$116K ﹤0.01%
6,522
+5,545
2190
$116K ﹤0.01%
1,721
-539
2191
$116K ﹤0.01%
8,524
2192
$116K ﹤0.01%
9,861
+1,131
2193
$116K ﹤0.01%
4,904
2194
$116K ﹤0.01%
2,409
+126
2195
$114K ﹤0.01%
4,198
+1,510
2196
$114K ﹤0.01%
1,648
+198
2197
$114K ﹤0.01%
4,880
+1,487
2198
$114K ﹤0.01%
790
2199
$114K ﹤0.01%
470
+18
2200
$113K ﹤0.01%
5,663
+1,141
86 87
88
89 90