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
2376
$88K ﹤0.01%
5,100
2377
$87K ﹤0.01%
6,631
+4,253
2378
$87K ﹤0.01%
1,908
+202
2379
$87K ﹤0.01%
3,373
2380
$87K ﹤0.01%
2,250
-219
2381
$87K ﹤0.01%
673
-51
2382
$87K ﹤0.01%
6,791
+3,592
2383
$86K ﹤0.01%
649
2384
$86K ﹤0.01%
735
-25
2385
$86K ﹤0.01%
1,338
2386
$86K ﹤0.01%
3,522
+225
2387
$86K ﹤0.01%
1,028
+467
2388
$86K ﹤0.01%
1,546
-611
2389
$86K ﹤0.01%
220
+7
2390
$85K ﹤0.01%
7,499
+63
2391
$85K ﹤0.01%
+1,704
2392
$85K ﹤0.01%
1,921
-946
2393
$85K ﹤0.01%
551
+64
2394
$85K ﹤0.01%
+797
2395
$85K ﹤0.01%
2,502
-1,173
2396
$85K ﹤0.01%
6,804
+4,245
2397
$84K ﹤0.01%
5,998
+183
2398
$84K ﹤0.01%
1,831
2399
$84K ﹤0.01%
3,330
+2
2400
$84K ﹤0.01%
+2,915
94 95
96
97 98