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
3801
$11K ﹤0.01%
848
+669
3802
$11K ﹤0.01%
+397
3803
$11K ﹤0.01%
127
+106
3804
$11K ﹤0.01%
450
-2
3805
$11K ﹤0.01%
508
3806
$11K ﹤0.01%
455
-810
3807
$11K ﹤0.01%
930
-1,792
3808
$11K ﹤0.01%
445
-43
3809
$11K ﹤0.01%
331
+21
3810
$11K ﹤0.01%
1,331
-13
3811
$11K ﹤0.01%
209
3812
$11K ﹤0.01%
535
-16
3813
$11K ﹤0.01%
1,424
-344
3814
$11K ﹤0.01%
728
+428
3815
$11K ﹤0.01%
715
+363
3816
$11K ﹤0.01%
1,643
-786
3817
$11K ﹤0.01%
583
-43
3818
$11K ﹤0.01%
129
+61
3819
$11K ﹤0.01%
1,217
-129
3820
$11K ﹤0.01%
74
3821
$11K ﹤0.01%
273
3822
$11K ﹤0.01%
+200
3823
$11K ﹤0.01%
294
+197
3824
$11K ﹤0.01%
251
-396
3825
$11K ﹤0.01%
591
-207
151 152
153
154 155