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
3676
$14K ﹤0.01%
2,228
+309
3677
$14K ﹤0.01%
2,347
+922
3678
$14K ﹤0.01%
1,997
+1,386
3679
$14K ﹤0.01%
590
3680
$14K ﹤0.01%
512
-96
3681
$14K ﹤0.01%
143
3682
$14K ﹤0.01%
546
+441
3683
$14K ﹤0.01%
188
+104
3684
$14K ﹤0.01%
4,389
+2,548
3685
$14K ﹤0.01%
177
+37
3686
$14K ﹤0.01%
280
+279
3687
$14K ﹤0.01%
2,395
+429
3688
$14K ﹤0.01%
292
+79
3689
$14K ﹤0.01%
1,737
3690
$14K ﹤0.01%
8,679
-1,719
3691
$14K ﹤0.01%
1,072
-34
3692
$14K ﹤0.01%
+533
3693
$13K ﹤0.01%
481
+61
3694
$13K ﹤0.01%
155
-39
3695
$13K ﹤0.01%
934
+500
3696
$13K ﹤0.01%
7,280
3697
$13K ﹤0.01%
626
-108
3698
$13K ﹤0.01%
248
+5
3699
$13K ﹤0.01%
2,865
+2,089
3700
$13K ﹤0.01%
2,117
+926
146 147
148
149 150