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
3551
$17K ﹤0.01%
324
-2
3552
$17K ﹤0.01%
822
+79
3553
$17K ﹤0.01%
548
+332
3554
$17K ﹤0.01%
802
+7
3555
$17K ﹤0.01%
913
+311
3556
$17K ﹤0.01%
2,439
3557
$17K ﹤0.01%
1,197
-7,820
3558
$17K ﹤0.01%
438
+2
3559
$17K ﹤0.01%
5,432
-3,262
3560
$17K ﹤0.01%
1,200
-19
3561
$16K ﹤0.01%
565
+149
3562
$16K ﹤0.01%
1,374
+433
3563
$16K ﹤0.01%
463
-133
3564
$16K ﹤0.01%
433
+332
3565
$16K ﹤0.01%
967
+62
3566
$16K ﹤0.01%
150
3567
$16K ﹤0.01%
754
-836
3568
$16K ﹤0.01%
1,110
+57
3569
$16K ﹤0.01%
1,940
-327
3570
$16K ﹤0.01%
591
3571
$16K ﹤0.01%
520
+290
3572
$16K ﹤0.01%
2,666
3573
$16K ﹤0.01%
4,503
-1,139
3574
$16K ﹤0.01%
670
3575
$16K ﹤0.01%
244
-29
141 142
143
144 145