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
2226
$109K ﹤0.01%
5,821
+3
2227
$109K ﹤0.01%
5,540
-361
2228
$109K ﹤0.01%
2,805
-48
2229
$108K ﹤0.01%
987
-893
2230
$108K ﹤0.01%
+5,213
2231
$108K ﹤0.01%
2,880
2232
$108K ﹤0.01%
3,819
-3
2233
$108K ﹤0.01%
2,426
-427
2234
$108K ﹤0.01%
1,794
+158
2235
$108K ﹤0.01%
6,976
-1,399
2236
$108K ﹤0.01%
2,269
+1
2237
$108K ﹤0.01%
1,562
-733
2238
$107K ﹤0.01%
2,219
-268
2239
$107K ﹤0.01%
5,001
+229
2240
$107K ﹤0.01%
4,444
+165
2241
$107K ﹤0.01%
6,061
-1,945
2242
$107K ﹤0.01%
2,740
+1,431
2243
$106K ﹤0.01%
3,646
+169
2244
$106K ﹤0.01%
3,129
-131
2245
$106K ﹤0.01%
3,379
+382
2246
$106K ﹤0.01%
696
+57
2247
$106K ﹤0.01%
10,136
-1,480
2248
$106K ﹤0.01%
3,028
+68
2249
$105K ﹤0.01%
491
+6
2250
$105K ﹤0.01%
21,398
-1,073
88 89
90
91 92