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
3651
$14K ﹤0.01%
1,010
+933
3652
$14K ﹤0.01%
1,350
+120
3653
$14K ﹤0.01%
1,531
-18
3654
$14K ﹤0.01%
531
+207
3655
$14K ﹤0.01%
7,148
+3,304
3656
$14K ﹤0.01%
383
-330
3657
$14K ﹤0.01%
887
-1,224
3658
$14K ﹤0.01%
788
+88
3659
$14K ﹤0.01%
978
-5,685
3660
$14K ﹤0.01%
671
-75
3661
$14K ﹤0.01%
262
+95
3662
$14K ﹤0.01%
659
-13
3663
$14K ﹤0.01%
2,429
-759
3664
$14K ﹤0.01%
1,130
-805
3665
$14K ﹤0.01%
1,286
-967
3666
$14K ﹤0.01%
+492
3667
$14K ﹤0.01%
323
+67
3668
$14K ﹤0.01%
778
+170
3669
$14K ﹤0.01%
992
+72
3670
$14K ﹤0.01%
305
+64
3671
$14K ﹤0.01%
561
-563
3672
$14K ﹤0.01%
557
+76
3673
$14K ﹤0.01%
258
-32
3674
$14K ﹤0.01%
1,547
+1,402
3675
$14K ﹤0.01%
94
-17
145 146
147
148 149