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
2976
$39K ﹤0.01%
448
+3
2977
$39K ﹤0.01%
158
-56
2978
$38K ﹤0.01%
1,428
+47
2979
$38K ﹤0.01%
4,016
+2,472
2980
$38K ﹤0.01%
1,069
2981
$38K ﹤0.01%
+1,137
2982
$38K ﹤0.01%
682
+114
2983
$38K ﹤0.01%
+1,450
2984
$38K ﹤0.01%
1,468
-13
2985
$38K ﹤0.01%
7,699
-3,651
2986
$38K ﹤0.01%
2,407
+1,624
2987
$38K ﹤0.01%
978
-70
2988
$38K ﹤0.01%
2,471
+101
2989
$38K ﹤0.01%
1,518
-3,320
2990
$38K ﹤0.01%
324
2991
$38K ﹤0.01%
782
+46
2992
$38K ﹤0.01%
1,793
2993
$38K ﹤0.01%
+1,534
2994
$37K ﹤0.01%
3,466
+617
2995
$37K ﹤0.01%
1,493
+5
2996
$37K ﹤0.01%
2,070
-150
2997
$37K ﹤0.01%
828
-246
2998
$37K ﹤0.01%
361
-5
2999
$37K ﹤0.01%
3,573
+1,735
3000
$37K ﹤0.01%
1,261
118 119
120
121 122