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
3926
$9K ﹤0.01%
+8,642
3927
$9K ﹤0.01%
217
-301
3928
$9K ﹤0.01%
300
3929
$9K ﹤0.01%
1,200
3930
$9K ﹤0.01%
923
+820
3931
$9K ﹤0.01%
938
+530
3932
$9K ﹤0.01%
121
-184
3933
$9K ﹤0.01%
713
+112
3934
$9K ﹤0.01%
369
+91
3935
$9K ﹤0.01%
+378
3936
$9K ﹤0.01%
363
3937
$9K ﹤0.01%
+350
3938
$9K ﹤0.01%
851
+105
3939
$9K ﹤0.01%
39
3940
$9K ﹤0.01%
740
-1,727
3941
$9K ﹤0.01%
159
+5
3942
$9K ﹤0.01%
97
-38
3943
$9K ﹤0.01%
282
+144
3944
$9K ﹤0.01%
841
-143
3945
$9K ﹤0.01%
416
-289
3946
$9K ﹤0.01%
286
+14
3947
$9K ﹤0.01%
1,037
+810
3948
$9K ﹤0.01%
250
3949
$9K ﹤0.01%
200
3950
$9K ﹤0.01%
857
+64
156 157
158
159 160