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
3176
$30K ﹤0.01%
557
+12
3177
$30K ﹤0.01%
1,076
-115
3178
$30K ﹤0.01%
1,346
3179
$30K ﹤0.01%
1,552
+587
3180
$30K ﹤0.01%
910
+427
3181
$30K ﹤0.01%
440
+371
3182
$30K ﹤0.01%
2,135
+359
3183
$30K ﹤0.01%
+1,198
3184
$30K ﹤0.01%
292
+106
3185
$30K ﹤0.01%
1,268
3186
$29K ﹤0.01%
158
+45
3187
$29K ﹤0.01%
587
3188
$29K ﹤0.01%
452
+5
3189
$29K ﹤0.01%
4,826
+195
3190
$29K ﹤0.01%
+685
3191
$29K ﹤0.01%
1,207
+211
3192
$29K ﹤0.01%
1,915
+1,780
3193
$29K ﹤0.01%
1,297
+245
3194
$29K ﹤0.01%
5,854
+2,477
3195
$29K ﹤0.01%
648
-249
3196
$29K ﹤0.01%
1,439
-105
3197
$29K ﹤0.01%
2,041
+64
3198
$29K ﹤0.01%
2,126
-268
3199
$29K ﹤0.01%
2,012
-488
3200
$29K ﹤0.01%
983
-1,073
126 127
128
129 130