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
3376
$22K ﹤0.01%
318
+41
3377
$22K ﹤0.01%
492
+228
3378
$22K ﹤0.01%
1,158
-408
3379
$22K ﹤0.01%
1,832
+408
3380
$22K ﹤0.01%
423
+9
3381
$22K ﹤0.01%
617
+340
3382
$22K ﹤0.01%
546
+149
3383
$22K ﹤0.01%
3,156
+25
3384
$22K ﹤0.01%
81
-20
3385
$22K ﹤0.01%
406
+29
3386
$22K ﹤0.01%
1,009
3387
$22K ﹤0.01%
+787
3388
$21K ﹤0.01%
103
-36
3389
$21K ﹤0.01%
465
3390
$21K ﹤0.01%
237
-12
3391
$21K ﹤0.01%
207
+58
3392
$21K ﹤0.01%
725
+287
3393
$21K ﹤0.01%
518
+304
3394
$21K ﹤0.01%
438
+56
3395
$21K ﹤0.01%
1,516
-337
3396
$21K ﹤0.01%
1,154
+909
3397
$21K ﹤0.01%
3,617
-648
3398
$21K ﹤0.01%
496
+19
3399
$21K ﹤0.01%
16,477
-2,727
3400
$21K ﹤0.01%
4,074
-1,232
134 135
136
137 138