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
4176
$5K ﹤0.01%
69
-13
4177
$5K ﹤0.01%
191
+25
4178
$5K ﹤0.01%
+1,000
4179
$5K ﹤0.01%
264
-8
4180
$5K ﹤0.01%
1,538
-1,687
4181
$5K ﹤0.01%
151
4182
$5K ﹤0.01%
2,029
+1,682
4183
$5K ﹤0.01%
502
-38
4184
$5K ﹤0.01%
1,107
4185
$5K ﹤0.01%
1,806
-33
4186
$5K ﹤0.01%
422
+127
4187
$5K ﹤0.01%
142
+68
4188
$5K ﹤0.01%
155
-95
4189
$5K ﹤0.01%
+177
4190
$5K ﹤0.01%
95
4191
$5K ﹤0.01%
205
-56,095
4192
$5K ﹤0.01%
+126
4193
$5K ﹤0.01%
300
4194
$5K ﹤0.01%
+341
4195
$5K ﹤0.01%
180
+42
4196
$5K ﹤0.01%
50
4197
$5K ﹤0.01%
2,167
+1,208
4198
$5K ﹤0.01%
589
4199
$5K ﹤0.01%
4,437
-5,229
4200
$5K ﹤0.01%
+207
166 167
168
169 170