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
2676
$59K ﹤0.01%
2,653
2677
$59K ﹤0.01%
1,367
2678
$59K ﹤0.01%
8,912
+4,185
2679
$59K ﹤0.01%
26,718
+9,983
2680
$59K ﹤0.01%
3,615
+71
2681
$59K ﹤0.01%
1,830
+183
2682
$58K ﹤0.01%
3,077
+65
2683
$58K ﹤0.01%
3,499
+657
2684
$58K ﹤0.01%
705
+11
2685
$58K ﹤0.01%
1,986
+116
2686
$58K ﹤0.01%
2,884
+761
2687
$58K ﹤0.01%
3,491
-509
2688
$58K ﹤0.01%
1,355
+41
2689
$58K ﹤0.01%
163
2690
$58K ﹤0.01%
1,526
2691
$58K ﹤0.01%
+3,527
2692
$58K ﹤0.01%
7,046
+818
2693
$58K ﹤0.01%
4,956
-353
2694
$58K ﹤0.01%
1,500
2695
$58K ﹤0.01%
6,324
+89
2696
$58K ﹤0.01%
+1,615
2697
$57K ﹤0.01%
1,425
+596
2698
$57K ﹤0.01%
3,115
2699
$57K ﹤0.01%
297
2700
$57K ﹤0.01%
668
+62
106 107
108
109 110