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
4201
$5K ﹤0.01%
310
4202
$5K ﹤0.01%
1,889
+85
4203
$5K ﹤0.01%
179
-932
4204
$5K ﹤0.01%
183
-234
4205
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681
-40
4206
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80
+58
4207
$5K ﹤0.01%
362
-530
4208
$5K ﹤0.01%
366
4209
$5K ﹤0.01%
86
4210
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518
+115
4211
$5K ﹤0.01%
52
+1
4212
$5K ﹤0.01%
164
-275
4213
$5K ﹤0.01%
830
+86
4214
$5K ﹤0.01%
785
+775
4215
$5K ﹤0.01%
431
4216
$5K ﹤0.01%
716
-253
4217
$5K ﹤0.01%
1,312
-1,278
4218
$5K ﹤0.01%
585
4219
$5K ﹤0.01%
412
4220
$5K ﹤0.01%
594
+460
4221
$5K ﹤0.01%
160
-6
4222
$5K ﹤0.01%
61
+4
4223
$5K ﹤0.01%
112
+56
4224
$5K ﹤0.01%
237
-323
4225
$5K ﹤0.01%
168
+17
167 168
169
170 171