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
3826
$11K ﹤0.01%
2,438
-1,325
3827
$11K ﹤0.01%
467
-420
3828
$11K ﹤0.01%
641
+83
3829
$11K ﹤0.01%
19,316
3830
$11K ﹤0.01%
1,104
-1,305
3831
$11K ﹤0.01%
1,600
-2,416
3832
$11K ﹤0.01%
520
3833
$11K ﹤0.01%
413
-33
3834
$11K ﹤0.01%
493
3835
$11K ﹤0.01%
272
+3
3836
$10K ﹤0.01%
1,001
-1,201
3837
$10K ﹤0.01%
435
+17
3838
$10K ﹤0.01%
463
+205
3839
$10K ﹤0.01%
103
-7
3840
$10K ﹤0.01%
251
+7
3841
$10K ﹤0.01%
+433
3842
$10K ﹤0.01%
793
+426
3843
$10K ﹤0.01%
723
+99
3844
$10K ﹤0.01%
400
3845
$10K ﹤0.01%
555
+177
3846
$10K ﹤0.01%
351
-1,140
3847
$10K ﹤0.01%
+137
3848
$10K ﹤0.01%
377
+170
3849
$10K ﹤0.01%
573
-388
3850
$10K ﹤0.01%
628
152 153
154
155 156