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
3101
$33K ﹤0.01%
10,024
-176
3102
$33K ﹤0.01%
1,651
-201
3103
$33K ﹤0.01%
3,462
+1,852
3104
$33K ﹤0.01%
1,440
+415
3105
$33K ﹤0.01%
932
+311
3106
$33K ﹤0.01%
1,112
-152
3107
$33K ﹤0.01%
1,783
-344
3108
$33K ﹤0.01%
2,487
+157
3109
$33K ﹤0.01%
1,973
+354
3110
$33K ﹤0.01%
1,206
-319
3111
$33K ﹤0.01%
1,716
3112
$32K ﹤0.01%
1,586
+1,064
3113
$32K ﹤0.01%
4,013
+270
3114
$32K ﹤0.01%
3,543
-6,189
3115
$32K ﹤0.01%
1,973
+265
3116
$32K ﹤0.01%
4,663
-9,511
3117
$32K ﹤0.01%
783
+62
3118
$32K ﹤0.01%
1,958
-3,135
3119
$32K ﹤0.01%
170
+39
3120
$32K ﹤0.01%
626
-26
3121
$32K ﹤0.01%
2,514
-950
3122
$32K ﹤0.01%
626
-221
3123
$32K ﹤0.01%
785
3124
$32K ﹤0.01%
1,173
+13
3125
$32K ﹤0.01%
1,482
-104
123 124
125
126 127