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
3851
$10K ﹤0.01%
415
-205
3852
$10K ﹤0.01%
239
+9
3853
$10K ﹤0.01%
700
3854
$10K ﹤0.01%
521
+324
3855
$10K ﹤0.01%
302
-2,510
3856
$10K ﹤0.01%
322
-37
3857
$10K ﹤0.01%
2,257
+52
3858
$10K ﹤0.01%
960
+3
3859
$10K ﹤0.01%
1,105
+429
3860
$10K ﹤0.01%
1,285
-300
3861
$10K ﹤0.01%
80
+22
3862
$10K ﹤0.01%
300
3863
$10K ﹤0.01%
1,181
+881
3864
$10K ﹤0.01%
673
-329
3865
$10K ﹤0.01%
202
-69
3866
$10K ﹤0.01%
119
3867
$10K ﹤0.01%
307
-1,306
3868
$10K ﹤0.01%
854
+353
3869
$10K ﹤0.01%
98
-4
3870
$10K ﹤0.01%
391
+49
3871
$10K ﹤0.01%
1,506
-1,023
3872
$10K ﹤0.01%
1,653
-1,287
3873
$10K ﹤0.01%
459
3874
$10K ﹤0.01%
307
+166
3875
$10K ﹤0.01%
571
+376
153 154
155
156 157