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
3326
$24K ﹤0.01%
364
+35
3327
$24K ﹤0.01%
231
+14
3328
$24K ﹤0.01%
1,647
-165
3329
$23K ﹤0.01%
1,161
+598
3330
$23K ﹤0.01%
12,214
+11,773
3331
$23K ﹤0.01%
215
+4
3332
$23K ﹤0.01%
681
+46
3333
$23K ﹤0.01%
196
+56
3334
$23K ﹤0.01%
1,000
3335
$23K ﹤0.01%
1,606
+180
3336
$23K ﹤0.01%
1,200
-4,606
3337
$23K ﹤0.01%
+979
3338
$23K ﹤0.01%
753
3339
$23K ﹤0.01%
488
+284
3340
$23K ﹤0.01%
761
-831
3341
$23K ﹤0.01%
1,880
+413
3342
$23K ﹤0.01%
684
3343
$23K ﹤0.01%
1,425
+71
3344
$23K ﹤0.01%
133
+42
3345
$23K ﹤0.01%
703
-18
3346
$23K ﹤0.01%
978
+410
3347
$23K ﹤0.01%
1,200
+608
3348
$23K ﹤0.01%
2,067
+1,905
3349
$23K ﹤0.01%
1,417
+181
3350
$23K ﹤0.01%
2,125
+1,161
132 133
134
135 136