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
3151
$31K ﹤0.01%
8,987
+3,004
3152
$31K ﹤0.01%
449
+102
3153
$31K ﹤0.01%
8,075
-2,192
3154
$31K ﹤0.01%
2,350
+1,465
3155
$31K ﹤0.01%
246
-18
3156
$31K ﹤0.01%
893
+84
3157
$31K ﹤0.01%
435
+63
3158
$30K ﹤0.01%
1,039
+80
3159
$30K ﹤0.01%
1,748
-23
3160
$30K ﹤0.01%
2,852
-4,406
3161
$30K ﹤0.01%
1,284
+428
3162
$30K ﹤0.01%
63
-3
3163
$30K ﹤0.01%
502
+77
3164
$30K ﹤0.01%
1,088
-98
3165
$30K ﹤0.01%
90
+5
3166
$30K ﹤0.01%
1,268
-285
3167
$30K ﹤0.01%
1,612
-1,040
3168
$30K ﹤0.01%
7,421
+5,902
3169
$30K ﹤0.01%
4,427
-262
3170
$30K ﹤0.01%
335
-1,264
3171
$30K ﹤0.01%
524
-1,573
3172
$30K ﹤0.01%
1,014
+634
3173
$30K ﹤0.01%
2,374
-257
3174
$30K ﹤0.01%
9,282
-870
3175
$30K ﹤0.01%
131
+57
125 126
127
128 129