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
3701
$13K ﹤0.01%
265
+95
3702
$13K ﹤0.01%
1,352
3703
$13K ﹤0.01%
307
+6
3704
$13K ﹤0.01%
885
3705
$13K ﹤0.01%
305
+10
3706
$13K ﹤0.01%
822
-2,020
3707
$13K ﹤0.01%
318
-36
3708
$13K ﹤0.01%
4,829
3709
$13K ﹤0.01%
260
-478
3710
$13K ﹤0.01%
303
+46
3711
$13K ﹤0.01%
804
+156
3712
$13K ﹤0.01%
3,565
-602
3713
$13K ﹤0.01%
1,159
-175
3714
$13K ﹤0.01%
3,705
-179
3715
$13K ﹤0.01%
618
+210
3716
$13K ﹤0.01%
5,961
+661
3717
$13K ﹤0.01%
903
+42
3718
$13K ﹤0.01%
162
3719
$13K ﹤0.01%
142
+46
3720
$13K ﹤0.01%
561
+56
3721
$13K ﹤0.01%
474
+52
3722
$13K ﹤0.01%
324
+27
3723
$13K ﹤0.01%
300
3724
$13K ﹤0.01%
78
-5
3725
$13K ﹤0.01%
630
147 148
149
150 151