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
3201
$29K ﹤0.01%
633
-63
3202
$29K ﹤0.01%
688
-3
3203
$29K ﹤0.01%
920
3204
$29K ﹤0.01%
285
+14
3205
$29K ﹤0.01%
3,853
+327
3206
$29K ﹤0.01%
905
-71
3207
$29K ﹤0.01%
+1,474
3208
$29K ﹤0.01%
1,644
+147
3209
$28K ﹤0.01%
754
+93
3210
$28K ﹤0.01%
680
3211
$28K ﹤0.01%
1,454
+1,196
3212
$28K ﹤0.01%
840
3213
$28K ﹤0.01%
702
+32
3214
$28K ﹤0.01%
614
+74
3215
$28K ﹤0.01%
268
-301
3216
$28K ﹤0.01%
739
-101
3217
$28K ﹤0.01%
731
-7
3218
$28K ﹤0.01%
1,024
-10
3219
$28K ﹤0.01%
261
-33
3220
$28K ﹤0.01%
6,326
+2,384
3221
$28K ﹤0.01%
1,579
+200
3222
$28K ﹤0.01%
+936
3223
$28K ﹤0.01%
1,241
+137
3224
$28K ﹤0.01%
1,422
+1,269
3225
$28K ﹤0.01%
316
+129
127 128
129
130 131