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
3076
$34K ﹤0.01%
1,199
+398
3077
$34K ﹤0.01%
+898
3078
$34K ﹤0.01%
2,851
+1,683
3079
$34K ﹤0.01%
2,876
-112
3080
$34K ﹤0.01%
4,441
+1,255
3081
$34K ﹤0.01%
1,002
+44
3082
$34K ﹤0.01%
2,438
+2
3083
$34K ﹤0.01%
1,406
+152
3084
$34K ﹤0.01%
1,082
+244
3085
$34K ﹤0.01%
2,916
+623
3086
$34K ﹤0.01%
474
-767
3087
$34K ﹤0.01%
1,320
3088
$34K ﹤0.01%
934
+118
3089
$34K ﹤0.01%
1,059
+511
3090
$33K ﹤0.01%
991
-521
3091
$33K ﹤0.01%
127
-15
3092
$33K ﹤0.01%
3,087
-363
3093
$33K ﹤0.01%
3,089
+40
3094
$33K ﹤0.01%
1,740
+31
3095
$33K ﹤0.01%
765
-7,917
3096
$33K ﹤0.01%
519
+156
3097
$33K ﹤0.01%
1,470
+4
3098
$33K ﹤0.01%
1,461
+103
3099
$33K ﹤0.01%
886
+6
3100
$33K ﹤0.01%
1,320
+121
122 123
124
125 126