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
2351
$90K ﹤0.01%
1,886
+563
2352
$90K ﹤0.01%
2,408
-58
2353
$90K ﹤0.01%
+1,649
2354
$90K ﹤0.01%
4,398
+1,303
2355
$90K ﹤0.01%
4,080
-112
2356
$89K ﹤0.01%
1,587
+7
2357
$89K ﹤0.01%
8,576
+1,805
2358
$89K ﹤0.01%
1,246
+14
2359
$89K ﹤0.01%
2,439
+290
2360
$89K ﹤0.01%
2,169
+272
2361
$89K ﹤0.01%
2,084
+763
2362
$89K ﹤0.01%
594
+26
2363
$89K ﹤0.01%
452
+7
2364
$89K ﹤0.01%
1,284
-1,535
2365
$89K ﹤0.01%
11,873
-1,214
2366
$89K ﹤0.01%
2,871
+1,463
2367
$88K ﹤0.01%
3,639
-217
2368
$88K ﹤0.01%
1,163
-618
2369
$88K ﹤0.01%
1,769
-49
2370
$88K ﹤0.01%
1,371
+74
2371
$88K ﹤0.01%
746
-15
2372
$88K ﹤0.01%
5,011
+4,983
2373
$88K ﹤0.01%
5,682
+589
2374
$88K ﹤0.01%
2,354
+604
2375
$88K ﹤0.01%
13,567
+133
93 94
95
96 97