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
3526
$18K ﹤0.01%
727
+84
3527
$18K ﹤0.01%
406
+4
3528
$18K ﹤0.01%
275
-9
3529
$18K ﹤0.01%
2,000
3530
$17K ﹤0.01%
251
3531
$17K ﹤0.01%
579
3532
$17K ﹤0.01%
1,457
+128
3533
$17K ﹤0.01%
300
3534
$17K ﹤0.01%
378
3535
$17K ﹤0.01%
339
-215
3536
$17K ﹤0.01%
455
-468
3537
$17K ﹤0.01%
5,559
+1,730
3538
$17K ﹤0.01%
3,621
3539
$17K ﹤0.01%
1,882
3540
$17K ﹤0.01%
310
3541
$17K ﹤0.01%
185
+69
3542
$17K ﹤0.01%
1,485
+532
3543
$17K ﹤0.01%
2,173
+627
3544
$17K ﹤0.01%
606
-185
3545
$17K ﹤0.01%
952
3546
$17K ﹤0.01%
+557
3547
$17K ﹤0.01%
140
-215
3548
$17K ﹤0.01%
445
-313
3549
$17K ﹤0.01%
394
+99
3550
$17K ﹤0.01%
605
+234
140 141
142
143 144