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
4026
$7K ﹤0.01%
167
4027
$7K ﹤0.01%
26
+19
4028
$7K ﹤0.01%
531
+99
4029
$7K ﹤0.01%
+90
4030
$7K ﹤0.01%
1,518
+375
4031
$7K ﹤0.01%
548
+43
4032
$7K ﹤0.01%
4,298
+3,075
4033
$7K ﹤0.01%
1,037
+534
4034
$7K ﹤0.01%
237
+104
4035
$7K ﹤0.01%
279
4036
$7K ﹤0.01%
140
4037
$7K ﹤0.01%
286
4038
$7K ﹤0.01%
300
4039
$7K ﹤0.01%
4,145
+3,277
4040
$7K ﹤0.01%
177
+51
4041
$7K ﹤0.01%
155
+73
4042
$7K ﹤0.01%
791
-2,724
4043
$7K ﹤0.01%
993
+2
4044
$7K ﹤0.01%
247
-6
4045
$7K ﹤0.01%
529
-7
4046
$7K ﹤0.01%
456
+284
4047
$7K ﹤0.01%
149
+58
4048
$7K ﹤0.01%
1,846
-2,255
4049
$7K ﹤0.01%
241
-634
4050
$7K ﹤0.01%
143
160 161
162
163 164