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
2851
$47K ﹤0.01%
1,285
+4
2852
$47K ﹤0.01%
1,773
-9,239
2853
$47K ﹤0.01%
1,233
-430
2854
$46K ﹤0.01%
846
+60
2855
$46K ﹤0.01%
1,861
+243
2856
$46K ﹤0.01%
2,884
+53
2857
$46K ﹤0.01%
+787
2858
$46K ﹤0.01%
342
-407
2859
$46K ﹤0.01%
7,493
-2,605
2860
$46K ﹤0.01%
2,499
-330
2861
$46K ﹤0.01%
494
2862
$46K ﹤0.01%
3,967
+1,890
2863
$46K ﹤0.01%
979
+749
2864
$46K ﹤0.01%
923
+337
2865
$46K ﹤0.01%
738
+56
2866
$46K ﹤0.01%
1,549
+1,373
2867
$46K ﹤0.01%
1,658
+466
2868
$46K ﹤0.01%
581
-41
2869
$45K ﹤0.01%
1,811
-44
2870
$45K ﹤0.01%
10,851
+5,166
2871
$45K ﹤0.01%
2,146
+164
2872
$45K ﹤0.01%
2,243
+217
2873
$45K ﹤0.01%
2,065
+1,040
2874
$45K ﹤0.01%
2,900
+606
2875
$45K ﹤0.01%
945
-585
113 114
115
116 117