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
3251
$26K ﹤0.01%
673
-34
3252
$26K ﹤0.01%
1,633
+112
3253
$26K ﹤0.01%
1,143
-32
3254
$26K ﹤0.01%
495
+118
3255
$26K ﹤0.01%
2,915
+300
3256
$26K ﹤0.01%
2,697
+418
3257
$26K ﹤0.01%
633
3258
$26K ﹤0.01%
1,190
+690
3259
$26K ﹤0.01%
14,721
-4,054
3260
$26K ﹤0.01%
572
+156
3261
$26K ﹤0.01%
781
-101
3262
$26K ﹤0.01%
1,510
+200
3263
$26K ﹤0.01%
6,958
+1,936
3264
$26K ﹤0.01%
378
+74
3265
$26K ﹤0.01%
387
3266
$26K ﹤0.01%
357
-2,433
3267
$26K ﹤0.01%
150
3268
$26K ﹤0.01%
1,141
+124
3269
$26K ﹤0.01%
553
+4
3270
$26K ﹤0.01%
242
-12,965
3271
$26K ﹤0.01%
181
-25
3272
$25K ﹤0.01%
823
-95
3273
$25K ﹤0.01%
891
+392
3274
$25K ﹤0.01%
692
+79
3275
$25K ﹤0.01%
16,139
+12,250
129 130
131
132 133