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
4251
$5K ﹤0.01%
+125
4252
$5K ﹤0.01%
155
+92
4253
$5K ﹤0.01%
220
4254
$5K ﹤0.01%
167
+96
4255
$5K ﹤0.01%
+168
4256
$5K ﹤0.01%
+187
4257
$5K ﹤0.01%
+108
4258
$5K ﹤0.01%
165
+66
4259
$5K ﹤0.01%
+500
4260
$4K ﹤0.01%
751
+413
4261
$4K ﹤0.01%
1,326
+1,296
4262
$4K ﹤0.01%
135
+15
4263
$4K ﹤0.01%
2,204
+2,133
4264
$4K ﹤0.01%
333
+228
4265
$4K ﹤0.01%
103
-349
4266
$4K ﹤0.01%
266
-99
4267
$4K ﹤0.01%
2,002
+693
4268
$4K ﹤0.01%
587
-4,882
4269
$4K ﹤0.01%
372
-139
4270
$4K ﹤0.01%
1,735
+1,023
4271
$4K ﹤0.01%
+297
4272
$4K ﹤0.01%
61
-19
4273
$4K ﹤0.01%
449
+350
4274
$4K ﹤0.01%
109
-21
4275
$4K ﹤0.01%
174
-7
169 170
171
172 173