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
2501
$72K ﹤0.01%
3,552
2502
$72K ﹤0.01%
4,741
-388
2503
$72K ﹤0.01%
2,233
+649
2504
$72K ﹤0.01%
3,004
+2,311
2505
$72K ﹤0.01%
748
2506
$72K ﹤0.01%
2,051
+310
2507
$72K ﹤0.01%
2,895
2508
$72K ﹤0.01%
3,433
-3,506
2509
$72K ﹤0.01%
1,121
-370
2510
$72K ﹤0.01%
891
+107
2511
$72K ﹤0.01%
987
2512
$72K ﹤0.01%
2,384
+695
2513
$71K ﹤0.01%
3,894
+1,646
2514
$71K ﹤0.01%
1,898
+76
2515
$71K ﹤0.01%
195
+13
2516
$71K ﹤0.01%
1,910
+444
2517
$71K ﹤0.01%
219
-8
2518
$71K ﹤0.01%
731
+47
2519
$71K ﹤0.01%
1,882
-16
2520
$71K ﹤0.01%
4,087
+864
2521
$71K ﹤0.01%
1,347
-34
2522
$71K ﹤0.01%
1,896
-73
2523
$71K ﹤0.01%
1,470
+339
2524
$71K ﹤0.01%
4,561
+253
2525
$71K ﹤0.01%
1,939
+75
99 100
101
102 103