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
2276
$102K ﹤0.01%
836
-52
2277
$101K ﹤0.01%
1,783
-101
2278
$101K ﹤0.01%
20,204
2279
$101K ﹤0.01%
374
+313
2280
$101K ﹤0.01%
2,231
+145
2281
$101K ﹤0.01%
4,594
+58
2282
$100K ﹤0.01%
+1,787
2283
$100K ﹤0.01%
11,322
+127
2284
$100K ﹤0.01%
3,139
-92
2285
$99K ﹤0.01%
1,280
+356
2286
$99K ﹤0.01%
1,908
+580
2287
$99K ﹤0.01%
806
+132
2288
$99K ﹤0.01%
4,986
-4,736
2289
$99K ﹤0.01%
+3,291
2290
$98K ﹤0.01%
3,542
-1,213
2291
$98K ﹤0.01%
4,310
+2,983
2292
$98K ﹤0.01%
3,668
-649
2293
$98K ﹤0.01%
3,730
+1,548
2294
$98K ﹤0.01%
4,785
-229
2295
$97K ﹤0.01%
3,739
-2,333
2296
$97K ﹤0.01%
558
+27
2297
$97K ﹤0.01%
733
-110
2298
$97K ﹤0.01%
3,934
+1,184
2299
$97K ﹤0.01%
3,137
+1,103
2300
$97K ﹤0.01%
479
+87
90 91
92
93 94