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
3451
$20K ﹤0.01%
1,449
+138
3452
$19K ﹤0.01%
1,055
+138
3453
$19K ﹤0.01%
311
+116
3454
$19K ﹤0.01%
+8,578
3455
$19K ﹤0.01%
1,106
-2,597
3456
$19K ﹤0.01%
4,015
+3,258
3457
$19K ﹤0.01%
3,245
+1,353
3458
$19K ﹤0.01%
421
+163
3459
$19K ﹤0.01%
4,005
+101
3460
$19K ﹤0.01%
3,362
+2,150
3461
$19K ﹤0.01%
894
+221
3462
$19K ﹤0.01%
1,099
-4,775
3463
$19K ﹤0.01%
14,841
+6,839
3464
$19K ﹤0.01%
2,427
+2,350
3465
$19K ﹤0.01%
842
+68
3466
$19K ﹤0.01%
359
3467
$19K ﹤0.01%
276
+62
3468
$19K ﹤0.01%
320
+69
3469
$19K ﹤0.01%
1,912
+369
3470
$19K ﹤0.01%
9,307
+8,978
3471
$19K ﹤0.01%
1,148
-304
3472
$19K ﹤0.01%
56
+13
3473
$19K ﹤0.01%
966
-30
3474
$19K ﹤0.01%
2,442
+1,275
3475
$19K ﹤0.01%
1,399
-90
137 138
139
140 141