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
2526
$70K ﹤0.01%
2,219
+65
2527
$70K ﹤0.01%
17,140
+9,181
2528
$70K ﹤0.01%
8,689
+277
2529
$70K ﹤0.01%
2,586
+667
2530
$70K ﹤0.01%
13,052
-250
2531
$70K ﹤0.01%
1,664
+689
2532
$70K ﹤0.01%
784
-83
2533
$70K ﹤0.01%
1,838
-119
2534
$70K ﹤0.01%
613
+19
2535
$70K ﹤0.01%
+1,416
2536
$70K ﹤0.01%
450
2537
$70K ﹤0.01%
11,994
-2,249
2538
$70K ﹤0.01%
7,105
-132
2539
$70K ﹤0.01%
20,448
+11,461
2540
$69K ﹤0.01%
6,153
+2,305
2541
$69K ﹤0.01%
3,957
+388
2542
$69K ﹤0.01%
2,006
+537
2543
$69K ﹤0.01%
3,163
+81
2544
$69K ﹤0.01%
2,584
2545
$69K ﹤0.01%
2,442
-472,545
2546
$69K ﹤0.01%
2,825
+534
2547
$69K ﹤0.01%
467
+27
2548
$69K ﹤0.01%
1,782
+104
2549
$69K ﹤0.01%
1,093
2550
$69K ﹤0.01%
1,952
-1,431
100 101
102
103 104