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
3751
$12K ﹤0.01%
1,249
+275
3752
$12K ﹤0.01%
672
-523
3753
$12K ﹤0.01%
107
3754
$12K ﹤0.01%
396
+2
3755
$12K ﹤0.01%
623
+110
3756
$12K ﹤0.01%
277
+39
3757
$12K ﹤0.01%
591
-95
3758
$12K ﹤0.01%
579
+304
3759
$12K ﹤0.01%
1,618
+1,411
3760
$12K ﹤0.01%
282
-480
3761
$12K ﹤0.01%
1,641
+892
3762
$12K ﹤0.01%
212
+173
3763
$12K ﹤0.01%
513
-523
3764
$12K ﹤0.01%
2,156
+766
3765
$12K ﹤0.01%
253
3766
$12K ﹤0.01%
1,888
+1,491
3767
$12K ﹤0.01%
354
+3
3768
$12K ﹤0.01%
4,532
+3,427
3769
$12K ﹤0.01%
1,157
+531
3770
$12K ﹤0.01%
512
-213
3771
$12K ﹤0.01%
3,487
-599
3772
$12K ﹤0.01%
275
+161
3773
$12K ﹤0.01%
184
+8
3774
$12K ﹤0.01%
+206
3775
$12K ﹤0.01%
+200
149 150
151
152 153