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
3726
$13K ﹤0.01%
1,076
+888
3727
$13K ﹤0.01%
1,704
+113
3728
$13K ﹤0.01%
1,561
+1,210
3729
$13K ﹤0.01%
1,225
+585
3730
$13K ﹤0.01%
2,765
+1,297
3731
$13K ﹤0.01%
438
-1,000
3732
$13K ﹤0.01%
1,177
+368
3733
$13K ﹤0.01%
1,196
-331
3734
$13K ﹤0.01%
191
+52
3735
$12K ﹤0.01%
779
3736
$12K ﹤0.01%
2,903
-557
3737
$12K ﹤0.01%
520
-21
3738
$12K ﹤0.01%
2,620
+2,058
3739
$12K ﹤0.01%
2,140
+738
3740
$12K ﹤0.01%
443
+124
3741
$12K ﹤0.01%
662
-1,128
3742
$12K ﹤0.01%
2,934
+845
3743
$12K ﹤0.01%
+550
3744
$12K ﹤0.01%
110
-7
3745
$12K ﹤0.01%
1,825
+1,711
3746
$12K ﹤0.01%
2,692
+2,531
3747
$12K ﹤0.01%
2,036
+1,700
3748
$12K ﹤0.01%
397
3749
$12K ﹤0.01%
200
3750
$12K ﹤0.01%
6,719
+6,373
148 149
150
151 152