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
3276
$25K ﹤0.01%
273
+183
3277
$25K ﹤0.01%
1,471
3278
$25K ﹤0.01%
3,745
+843
3279
$25K ﹤0.01%
399
-174
3280
$25K ﹤0.01%
813
+213
3281
$25K ﹤0.01%
1,088
-312
3282
$25K ﹤0.01%
760
-13
3283
$25K ﹤0.01%
819
+434
3284
$25K ﹤0.01%
315
3285
$25K ﹤0.01%
1,066
+17
3286
$25K ﹤0.01%
2,856
+1,620
3287
$25K ﹤0.01%
1,361
+813
3288
$25K ﹤0.01%
229
+26
3289
$25K ﹤0.01%
381
+48
3290
$25K ﹤0.01%
621
+73
3291
$25K ﹤0.01%
310
+97
3292
$25K ﹤0.01%
113
+24
3293
$25K ﹤0.01%
2,056
+511
3294
$25K ﹤0.01%
2,738
-1,219
3295
$25K ﹤0.01%
2,490
-609
3296
$25K ﹤0.01%
6,846
+5,158
3297
$25K ﹤0.01%
1,053
3298
$25K ﹤0.01%
4,007
+925
3299
$25K ﹤0.01%
+357
3300
$25K ﹤0.01%
531
130 131
132
133 134