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
4126
$6K ﹤0.01%
64
4127
$6K ﹤0.01%
76
4128
$6K ﹤0.01%
+732
4129
$6K ﹤0.01%
400
4130
$6K ﹤0.01%
239
4131
$6K ﹤0.01%
3,614
-18,525
4132
$6K ﹤0.01%
738
-3,692
4133
$6K ﹤0.01%
835
4134
$6K ﹤0.01%
870
+13
4135
$6K ﹤0.01%
292
-1,000
4136
$6K ﹤0.01%
558
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4137
$6K ﹤0.01%
82
-40
4138
$6K ﹤0.01%
139
-1
4139
$6K ﹤0.01%
2,895
+974
4140
$6K ﹤0.01%
1,095
+746
4141
$6K ﹤0.01%
323
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4142
$6K ﹤0.01%
808
-451
4143
$6K ﹤0.01%
1,689
+1,601
4144
$6K ﹤0.01%
199
+2
4145
$6K ﹤0.01%
182
-271
4146
$6K ﹤0.01%
164
+121
4147
$6K ﹤0.01%
+371
4148
$6K ﹤0.01%
227
4149
$6K ﹤0.01%
+344
4150
$6K ﹤0.01%
315
+118
164 165
166
167 168