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
2326
$93K ﹤0.01%
2,000
2327
$93K ﹤0.01%
1,596
+13
2328
$93K ﹤0.01%
2,404
-2,721
2329
$93K ﹤0.01%
12,073
-5,370
2330
$92K ﹤0.01%
2,501
+225
2331
$92K ﹤0.01%
9,127
+1,847
2332
$92K ﹤0.01%
+21,765
2333
$92K ﹤0.01%
2,949
-240
2334
$92K ﹤0.01%
486
+46
2335
$92K ﹤0.01%
1,314
+32
2336
$92K ﹤0.01%
7,178
-3,408
2337
$92K ﹤0.01%
1,224
-33,611
2338
$92K ﹤0.01%
3,517
+523
2339
$92K ﹤0.01%
+38
2340
$92K ﹤0.01%
5,717
2341
$92K ﹤0.01%
650
+4
2342
$91K ﹤0.01%
1,103
+490
2343
$91K ﹤0.01%
1,956
2344
$91K ﹤0.01%
4,576
-1,217
2345
$91K ﹤0.01%
17,974
+128
2346
$91K ﹤0.01%
10,958
+6,291
2347
$91K ﹤0.01%
4,649
+537
2348
$90K ﹤0.01%
683
+10
2349
$90K ﹤0.01%
290
-97
2350
$90K ﹤0.01%
1,173
-40
92 93
94
95 96