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
3126
$32K ﹤0.01%
261
+116
3127
$32K ﹤0.01%
645
-27,763
3128
$32K ﹤0.01%
1,547
-2
3129
$32K ﹤0.01%
12,091
+6,800
3130
$32K ﹤0.01%
2,754
+586
3131
$32K ﹤0.01%
4,827
+31
3132
$31K ﹤0.01%
1,790
+566
3133
$31K ﹤0.01%
335
-40
3134
$31K ﹤0.01%
3,611
-429
3135
$31K ﹤0.01%
1,874
+251
3136
$31K ﹤0.01%
2,222
-191
3137
$31K ﹤0.01%
701
+106
3138
$31K ﹤0.01%
799
-1,381
3139
$31K ﹤0.01%
920
-286
3140
$31K ﹤0.01%
1,000
3141
$31K ﹤0.01%
914
+95
3142
$31K ﹤0.01%
605
-651
3143
$31K ﹤0.01%
237
+53
3144
$31K ﹤0.01%
3,785
-104
3145
$31K ﹤0.01%
1,378
-35
3146
$31K ﹤0.01%
601
+306
3147
$31K ﹤0.01%
680
+24
3148
$31K ﹤0.01%
6,875
-1,034
3149
$31K ﹤0.01%
460
+212
3150
$31K ﹤0.01%
5,484
-2,215
124 125
126
127 128