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
2951
$41K ﹤0.01%
5,986
-2,886
2952
$41K ﹤0.01%
+2,128
2953
$40K ﹤0.01%
2,280
+680
2954
$40K ﹤0.01%
842
-63
2955
$40K ﹤0.01%
304
+46
2956
$40K ﹤0.01%
3,061
-5,378
2957
$40K ﹤0.01%
1,926
+15
2958
$40K ﹤0.01%
501
+276
2959
$40K ﹤0.01%
+1,379
2960
$40K ﹤0.01%
1,387
+105
2961
$40K ﹤0.01%
737
+186
2962
$40K ﹤0.01%
1,756
2963
$39K ﹤0.01%
2,109
+32
2964
$39K ﹤0.01%
1,302
-1,231
2965
$39K ﹤0.01%
1,247
+2
2966
$39K ﹤0.01%
1,840
-1,272
2967
$39K ﹤0.01%
1,122
+3
2968
$39K ﹤0.01%
790
-449
2969
$39K ﹤0.01%
5,577
+1,527
2970
$39K ﹤0.01%
1,766
+735
2971
$39K ﹤0.01%
303
+74
2972
$39K ﹤0.01%
2,791
-10,495
2973
$39K ﹤0.01%
1,629
+761
2974
$39K ﹤0.01%
1,122
+6
2975
$39K ﹤0.01%
238
+3
117 118
119
120 121