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
4276
$4K ﹤0.01%
220
4277
$4K ﹤0.01%
31
+5
4278
$4K ﹤0.01%
784
-730
4279
$4K ﹤0.01%
131
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4280
$4K ﹤0.01%
49
-1
4281
$4K ﹤0.01%
439
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4282
$4K ﹤0.01%
82
+26
4283
$4K ﹤0.01%
1,000
4284
$4K ﹤0.01%
128
4285
$4K ﹤0.01%
148
+20
4286
$4K ﹤0.01%
378
4287
$4K ﹤0.01%
2,079
4288
$4K ﹤0.01%
+1,005
4289
$4K ﹤0.01%
631
4290
$4K ﹤0.01%
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4291
$4K ﹤0.01%
833
4292
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750
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4293
$4K ﹤0.01%
829
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4294
$4K ﹤0.01%
342
-10,967
4295
$4K ﹤0.01%
370
-289
4296
$4K ﹤0.01%
243
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4297
$4K ﹤0.01%
+118
4298
$4K ﹤0.01%
530
+330
4299
$4K ﹤0.01%
163
-31
4300
$4K ﹤0.01%
2,162
-1,800
170 171
172
173 174