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
2476
$75K ﹤0.01%
7,326
+3,938
2477
$75K ﹤0.01%
1,344
+417
2478
$75K ﹤0.01%
4,384
2479
$75K ﹤0.01%
1,111
+57
2480
$75K ﹤0.01%
339
+77
2481
$74K ﹤0.01%
1,606
-197
2482
$74K ﹤0.01%
7,132
-957
2483
$74K ﹤0.01%
1,622
+295
2484
$74K ﹤0.01%
1,346
-1,349
2485
$74K ﹤0.01%
623
+341
2486
$74K ﹤0.01%
2,390
-361
2487
$74K ﹤0.01%
3,712
+69
2488
$74K ﹤0.01%
6,561
+5,858
2489
$74K ﹤0.01%
760
+71
2490
$74K ﹤0.01%
2,471
+315
2491
$74K ﹤0.01%
2,703
+135
2492
$74K ﹤0.01%
+1,762
2493
$73K ﹤0.01%
2,187
+13
2494
$73K ﹤0.01%
2,415
+343
2495
$73K ﹤0.01%
921
-74
2496
$73K ﹤0.01%
4,416
+214
2497
$73K ﹤0.01%
2,373
+470
2498
$73K ﹤0.01%
957
-100
2499
$72K ﹤0.01%
4,690
+3,140
2500
$72K ﹤0.01%
1,769
+132
98 99
100
101 102