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
2701
$57K ﹤0.01%
1,592
-6
2702
$57K ﹤0.01%
734
-437
2703
$57K ﹤0.01%
2,162
+48
2704
$57K ﹤0.01%
268
+38
2705
$57K ﹤0.01%
3,754
+1,472
2706
$57K ﹤0.01%
1,542
+105
2707
$57K ﹤0.01%
1,037
+324
2708
$57K ﹤0.01%
1,504
+704
2709
$56K ﹤0.01%
2,473
-224
2710
$56K ﹤0.01%
2,426
-20,566
2711
$56K ﹤0.01%
603
+13
2712
$56K ﹤0.01%
6,011
-1,093
2713
$56K ﹤0.01%
839
+265
2714
$56K ﹤0.01%
6,912
+1,514
2715
$56K ﹤0.01%
1,030
-340
2716
$56K ﹤0.01%
1,773
+1,502
2717
$56K ﹤0.01%
2,593
+214
2718
$56K ﹤0.01%
853
+81
2719
$56K ﹤0.01%
5,529
+232
2720
$56K ﹤0.01%
8,783
+1,706
2721
$56K ﹤0.01%
1,489
+214
2722
$56K ﹤0.01%
3,672
+1,603
2723
$55K ﹤0.01%
5,274
+2,855
2724
$55K ﹤0.01%
2,500
2725
$55K ﹤0.01%
791
+2
107 108
109
110 111