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
3226
$28K ﹤0.01%
2,151
+1,112
3227
$28K ﹤0.01%
934
+768
3228
$28K ﹤0.01%
3,692
-89
3229
$28K ﹤0.01%
2,220
3230
$28K ﹤0.01%
697
-283
3231
$28K ﹤0.01%
317
+143
3232
$28K ﹤0.01%
+500
3233
$27K ﹤0.01%
6,399
+1,720
3234
$27K ﹤0.01%
2,111
+311
3235
$27K ﹤0.01%
1,226
-20
3236
$27K ﹤0.01%
4,915
+4,631
3237
$27K ﹤0.01%
1,527
-954
3238
$27K ﹤0.01%
8,008
-2,052
3239
$27K ﹤0.01%
1,840
+35
3240
$27K ﹤0.01%
1,500
+18
3241
$27K ﹤0.01%
926
-34
3242
$27K ﹤0.01%
574
+109
3243
$27K ﹤0.01%
2,006
-132
3244
$27K ﹤0.01%
1,120
+89
3245
$27K ﹤0.01%
910
3246
$27K ﹤0.01%
2,663
-478
3247
$27K ﹤0.01%
1,057
+23
3248
$27K ﹤0.01%
+1,179
3249
$27K ﹤0.01%
2,718
-3,861
3250
$26K ﹤0.01%
8,685
+1,224
128 129
130
131 132