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
2576
$67K ﹤0.01%
3,569
+635
2577
$67K ﹤0.01%
2,894
+344
2578
$67K ﹤0.01%
365
-54
2579
$67K ﹤0.01%
3,158
+634
2580
$66K ﹤0.01%
3,812
+102
2581
$66K ﹤0.01%
496
-12
2582
$66K ﹤0.01%
1,133
+976
2583
$66K ﹤0.01%
956
-29
2584
$66K ﹤0.01%
+1,007
2585
$66K ﹤0.01%
5,416
+909
2586
$66K ﹤0.01%
1,072
+402
2587
$66K ﹤0.01%
3,023
+1,343
2588
$66K ﹤0.01%
1,930
+210
2589
$66K ﹤0.01%
622
+610
2590
$66K ﹤0.01%
+2,589
2591
$66K ﹤0.01%
8,856
+190
2592
$65K ﹤0.01%
253
-426
2593
$65K ﹤0.01%
2,775
-249
2594
$65K ﹤0.01%
1,729
2595
$65K ﹤0.01%
594
+243
2596
$65K ﹤0.01%
2,620
+215
2597
$65K ﹤0.01%
921
2598
$65K ﹤0.01%
801
+1
2599
$65K ﹤0.01%
806
-342
2600
$64K ﹤0.01%
+1,987
102 103
104
105 106