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
2726
$55K ﹤0.01%
4,893
-176
2727
$55K ﹤0.01%
1,215
-1
2728
$55K ﹤0.01%
+1,140
2729
$55K ﹤0.01%
7,311
+3,969
2730
$55K ﹤0.01%
416
+7
2731
$55K ﹤0.01%
1,661
+880
2732
$55K ﹤0.01%
6,952
-1,773
2733
$55K ﹤0.01%
383
-45
2734
$55K ﹤0.01%
619
2735
$55K ﹤0.01%
4,947
-884
2736
$55K ﹤0.01%
634
+83
2737
$54K ﹤0.01%
9,516
-1,773
2738
$54K ﹤0.01%
1,590
+234
2739
$54K ﹤0.01%
1,049
+109
2740
$54K ﹤0.01%
5,512
-8,545
2741
$54K ﹤0.01%
604
-146
2742
$54K ﹤0.01%
3,291
+3,052
2743
$54K ﹤0.01%
1,225
2744
$54K ﹤0.01%
4,264
+186
2745
$54K ﹤0.01%
2,913
-534
2746
$54K ﹤0.01%
1,795
+558
2747
$54K ﹤0.01%
424
+58
2748
$53K ﹤0.01%
664
+213
2749
$53K ﹤0.01%
2,681
-708
2750
$53K ﹤0.01%
2,074
+299
108 109
110
111 112