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
2776
$51K ﹤0.01%
455
-2
2777
$51K ﹤0.01%
2,000
2778
$51K ﹤0.01%
1,381
+148
2779
$51K ﹤0.01%
10,704
+42
2780
$51K ﹤0.01%
1,345
+105
2781
$51K ﹤0.01%
245
-180
2782
$51K ﹤0.01%
1,891
+1,421
2783
$51K ﹤0.01%
790
+55
2784
$51K ﹤0.01%
4,528
-7,959
2785
$51K ﹤0.01%
480
-5
2786
$51K ﹤0.01%
1,427
-879
2787
$51K ﹤0.01%
1,727
+198
2788
$51K ﹤0.01%
1,788
+537
2789
$51K ﹤0.01%
2,842
-2,398
2790
$51K ﹤0.01%
1,894
-38
2791
$51K ﹤0.01%
4,116
-135
2792
$50K ﹤0.01%
4,491
+1,424
2793
$50K ﹤0.01%
2,123
-2
2794
$50K ﹤0.01%
1,731
-237
2795
$50K ﹤0.01%
593
-78
2796
$50K ﹤0.01%
1,766
+308
2797
$50K ﹤0.01%
3,954
+468
2798
$50K ﹤0.01%
3,087
+577
2799
$50K ﹤0.01%
4,196
+167
2800
$50K ﹤0.01%
1,198
-20,134
110 111
112
113 114