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
2401
$84K ﹤0.01%
1,399
+669
2402
$84K ﹤0.01%
814
+241
2403
$84K ﹤0.01%
3,329
+250
2404
$84K ﹤0.01%
4,366
-380
2405
$84K ﹤0.01%
2,665
+805
2406
$84K ﹤0.01%
279
-31
2407
$84K ﹤0.01%
2,080
+19
2408
$84K ﹤0.01%
416
+200
2409
$83K ﹤0.01%
2,047
+1,025
2410
$82K ﹤0.01%
1,236
-1,039
2411
$82K ﹤0.01%
4,313
2412
$82K ﹤0.01%
963
+379
2413
$82K ﹤0.01%
539
-64
2414
$82K ﹤0.01%
4,807
-67
2415
$82K ﹤0.01%
3,163
+1,499
2416
$82K ﹤0.01%
2,654
-666
2417
$82K ﹤0.01%
6,996
+1,300
2418
$82K ﹤0.01%
2,237
+20
2419
$82K ﹤0.01%
8,777
+153
2420
$82K ﹤0.01%
2,263
-829
2421
$82K ﹤0.01%
1,335
+2
2422
$82K ﹤0.01%
2,510
+438
2423
$82K ﹤0.01%
764
+222
2424
$82K ﹤0.01%
1,439
+103
2425
$81K ﹤0.01%
685
+12
95 96
97
98 99