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
2826
$48K ﹤0.01%
3,949
+1,319
2827
$48K ﹤0.01%
1,769
+604
2828
$48K ﹤0.01%
1,260
-781
2829
$48K ﹤0.01%
1,373
-41
2830
$48K ﹤0.01%
1,047
+21
2831
$48K ﹤0.01%
3,684
+200
2832
$48K ﹤0.01%
3,061
-7,081
2833
$48K ﹤0.01%
613
+551
2834
$48K ﹤0.01%
583
+194
2835
$48K ﹤0.01%
307
+90
2836
$48K ﹤0.01%
1,223
+175
2837
$48K ﹤0.01%
1,015
+352
2838
$48K ﹤0.01%
770
+592
2839
$48K ﹤0.01%
2,443
+888
2840
$47K ﹤0.01%
2,980
+1,068
2841
$47K ﹤0.01%
1,072
+192
2842
$47K ﹤0.01%
3,103
-496
2843
$47K ﹤0.01%
2,529
+56
2844
$47K ﹤0.01%
12,600
-4,465
2845
$47K ﹤0.01%
3,725
+2,463
2846
$47K ﹤0.01%
1,906
+1,122
2847
$47K ﹤0.01%
509
+33
2848
$47K ﹤0.01%
2,375
+17
2849
$47K ﹤0.01%
533
+108
2850
$47K ﹤0.01%
+591
112 113
114
115 116