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
2551
$69K ﹤0.01%
8,034
-1,417
2552
$69K ﹤0.01%
2,069
+11
2553
$68K ﹤0.01%
713
-54
2554
$68K ﹤0.01%
748
+46
2555
$68K ﹤0.01%
1,621
+572
2556
$68K ﹤0.01%
978
+128
2557
$68K ﹤0.01%
1,579
+255
2558
$68K ﹤0.01%
5,050
+883
2559
$68K ﹤0.01%
1,692
-150
2560
$68K ﹤0.01%
5,963
2561
$68K ﹤0.01%
6,423
-180
2562
$68K ﹤0.01%
3,048
+2,976
2563
$68K ﹤0.01%
10,546
-389
2564
$68K ﹤0.01%
3,709
2565
$68K ﹤0.01%
657
+476
2566
$68K ﹤0.01%
2,485
+1,350
2567
$68K ﹤0.01%
3,760
-428
2568
$68K ﹤0.01%
3,052
+162
2569
$68K ﹤0.01%
+2,307
2570
$68K ﹤0.01%
10,029
+2,246
2571
$68K ﹤0.01%
8,189
-22
2572
$68K ﹤0.01%
329
+11
2573
$67K ﹤0.01%
581
+89
2574
$67K ﹤0.01%
2,769
+182
2575
$67K ﹤0.01%
1,876
-18
101 102
103
104 105