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
3476
$19K ﹤0.01%
482
+93
3477
$19K ﹤0.01%
980
+224
3478
$19K ﹤0.01%
350
3479
$19K ﹤0.01%
2,018
-386
3480
$19K ﹤0.01%
13,933
-12,852
3481
$19K ﹤0.01%
389
-487
3482
$19K ﹤0.01%
1,629
+649
3483
$19K ﹤0.01%
2,137
-790
3484
$19K ﹤0.01%
1,361
-119
3485
$19K ﹤0.01%
634
+3
3486
$19K ﹤0.01%
505
+182
3487
$19K ﹤0.01%
783
+149
3488
$18K ﹤0.01%
3,208
-500
3489
$18K ﹤0.01%
2,839
+591
3490
$18K ﹤0.01%
852
+774
3491
$18K ﹤0.01%
1,140
-218
3492
$18K ﹤0.01%
1,246
+434
3493
$18K ﹤0.01%
15
3494
$18K ﹤0.01%
1,124
+263
3495
$18K ﹤0.01%
318
-1,578
3496
$18K ﹤0.01%
514
3497
$18K ﹤0.01%
4,092
-494
3498
$18K ﹤0.01%
458
+179
3499
$18K ﹤0.01%
360
+31
3500
$18K ﹤0.01%
4,397
+2,745
138 139
140
141 142