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
2901
$43K ﹤0.01%
7,272
+74
2902
$43K ﹤0.01%
5,146
+207
2903
$43K ﹤0.01%
2,799
-1,265
2904
$43K ﹤0.01%
1,154
+158
2905
$43K ﹤0.01%
717
2906
$43K ﹤0.01%
701
+55
2907
$43K ﹤0.01%
1,816
+423
2908
$43K ﹤0.01%
690
-379
2909
$43K ﹤0.01%
1,906
+424
2910
$43K ﹤0.01%
2,619
+2,519
2911
$43K ﹤0.01%
6,932
-357
2912
$43K ﹤0.01%
1,924
+15
2913
$43K ﹤0.01%
1,340
-956
2914
$43K ﹤0.01%
2,008
2915
$43K ﹤0.01%
4,239
-210
2916
$43K ﹤0.01%
3,721
-2,104
2917
$43K ﹤0.01%
729
+122
2918
$43K ﹤0.01%
2,873
+702
2919
$43K ﹤0.01%
200
2920
$43K ﹤0.01%
1,764
+947
2921
$43K ﹤0.01%
2,255
-757
2922
$42K ﹤0.01%
969
+76
2923
$42K ﹤0.01%
1,651
2924
$42K ﹤0.01%
380
-10
2925
$42K ﹤0.01%
2,014
+712
115 116
117
118 119