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
3576
$16K ﹤0.01%
1,259
-187
3577
$16K ﹤0.01%
494
+212
3578
$16K ﹤0.01%
158
+20
3579
$16K ﹤0.01%
1,398
+65
3580
$16K ﹤0.01%
6,297
-2,215
3581
$16K ﹤0.01%
2,126
+1,722
3582
$16K ﹤0.01%
300
3583
$16K ﹤0.01%
158
+32
3584
$16K ﹤0.01%
1,113
-745
3585
$16K ﹤0.01%
100
+35
3586
$16K ﹤0.01%
1,256
+757
3587
$16K ﹤0.01%
1,189
+644
3588
$16K ﹤0.01%
576
+126
3589
$16K ﹤0.01%
315
3590
$16K ﹤0.01%
3,006
-3,054
3591
$16K ﹤0.01%
9,836
+9,771
3592
$16K ﹤0.01%
2,648
+1,332
3593
$16K ﹤0.01%
886
-642
3594
$16K ﹤0.01%
546
-132
3595
$16K ﹤0.01%
171
+5
3596
$16K ﹤0.01%
636
+18
3597
$16K ﹤0.01%
6,083
-1,113
3598
$16K ﹤0.01%
545
+23
3599
$16K ﹤0.01%
934
+367
3600
$16K ﹤0.01%
196
-48
142 143
144
145 146