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
3876
$10K ﹤0.01%
260
+134
3877
$10K ﹤0.01%
1,468
-37
3878
$10K ﹤0.01%
806
+4
3879
$10K ﹤0.01%
6,203
+5,841
3880
$10K ﹤0.01%
1,324
-4,338
3881
$10K ﹤0.01%
203
+64
3882
$10K ﹤0.01%
796
3883
$10K ﹤0.01%
7,016
+6,340
3884
$10K ﹤0.01%
724
+407
3885
$10K ﹤0.01%
311
+212
3886
$10K ﹤0.01%
168
+35
3887
$10K ﹤0.01%
545
+23
3888
$10K ﹤0.01%
6,884
-796
3889
$10K ﹤0.01%
259
-2
3890
$10K ﹤0.01%
186
-312
3891
$10K ﹤0.01%
167
-283
3892
$10K ﹤0.01%
1,393
-186
3893
$10K ﹤0.01%
3,416
+1,000
3894
$10K ﹤0.01%
2,075
3895
$10K ﹤0.01%
468
+9
3896
$10K ﹤0.01%
1,136
-9,761
3897
$10K ﹤0.01%
370
+34
3898
$10K ﹤0.01%
253
+11
3899
$9K ﹤0.01%
1,495
-138
3900
$9K ﹤0.01%
1,714
-11,100
154 155
156
157 158