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
3601
$16K ﹤0.01%
8,944
+373
3602
$16K ﹤0.01%
1,749
+1,451
3603
$16K ﹤0.01%
849
+55
3604
$16K ﹤0.01%
212
+45
3605
$16K ﹤0.01%
28
+1
3606
$16K ﹤0.01%
1,599
+1,233
3607
$16K ﹤0.01%
1,462
3608
$16K ﹤0.01%
+453
3609
$16K ﹤0.01%
40
+27
3610
$15K ﹤0.01%
1,403
-14
3611
$15K ﹤0.01%
2,352
+873
3612
$15K ﹤0.01%
400
3613
$15K ﹤0.01%
480
-56
3614
$15K ﹤0.01%
971
3615
$15K ﹤0.01%
318
3616
$15K ﹤0.01%
452
-26
3617
$15K ﹤0.01%
548
3618
$15K ﹤0.01%
279
+35
3619
$15K ﹤0.01%
1,000
3620
$15K ﹤0.01%
759
-1,731
3621
$15K ﹤0.01%
542
+7
3622
$15K ﹤0.01%
550
+8
3623
$15K ﹤0.01%
441
+35
3624
$15K ﹤0.01%
225
-93
3625
$15K ﹤0.01%
740
+378
143 144
145
146 147