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
2751
$53K ﹤0.01%
9,287
-429
2752
$53K ﹤0.01%
1,975
-1,269
2753
$53K ﹤0.01%
1,724
+482
2754
$53K ﹤0.01%
1,178
+5
2755
$53K ﹤0.01%
+1,019
2756
$53K ﹤0.01%
1,829
+33
2757
$53K ﹤0.01%
712
-890
2758
$53K ﹤0.01%
974
+573
2759
$53K ﹤0.01%
461
+114
2760
$52K ﹤0.01%
3,456
-952
2761
$52K ﹤0.01%
1,201
+370
2762
$52K ﹤0.01%
609
+168
2763
$52K ﹤0.01%
3,109
+1,285
2764
$52K ﹤0.01%
1,574
+21
2765
$52K ﹤0.01%
4,109
+1,147
2766
$52K ﹤0.01%
1,266
-424
2767
$52K ﹤0.01%
4,818
-3,461
2768
$52K ﹤0.01%
2,324
+970
2769
$52K ﹤0.01%
2,289
2770
$52K ﹤0.01%
641
+301
2771
$52K ﹤0.01%
1,742
2772
$52K ﹤0.01%
+2,573
2773
$51K ﹤0.01%
2,297
-469
2774
$51K ﹤0.01%
2,370
+126
2775
$51K ﹤0.01%
278
-1
109 110
111
112 113