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
4051
$7K ﹤0.01%
399
4052
$7K ﹤0.01%
384
-596
4053
$7K ﹤0.01%
176
+11
4054
$7K ﹤0.01%
395
+19
4055
$7K ﹤0.01%
447
+115
4056
$7K ﹤0.01%
165
+43
4057
$7K ﹤0.01%
1,569
4058
$7K ﹤0.01%
778
-134
4059
$7K ﹤0.01%
457
+49
4060
$7K ﹤0.01%
531
+46
4061
$7K ﹤0.01%
250
+173
4062
$7K ﹤0.01%
272
-140
4063
$7K ﹤0.01%
293
+134
4064
$7K ﹤0.01%
1,502
+394
4065
$7K ﹤0.01%
225
+33
4066
$7K ﹤0.01%
144
-5
4067
$7K ﹤0.01%
58
+17
4068
$7K ﹤0.01%
2,432
+2,410
4069
$7K ﹤0.01%
339
4070
$7K ﹤0.01%
2,568
+2,132
4071
$7K ﹤0.01%
470
+7
4072
$7K ﹤0.01%
196
+2
4073
$7K ﹤0.01%
532
+3
4074
$7K ﹤0.01%
346
-81
4075
$7K ﹤0.01%
210
-151
161 162
163
164 165