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
4326
$4K ﹤0.01%
376
-71
4327
$4K ﹤0.01%
222
4328
$4K ﹤0.01%
313
+116
4329
$4K ﹤0.01%
151
4330
$4K ﹤0.01%
1,232
+1,020
4331
$4K ﹤0.01%
+65
4332
$4K ﹤0.01%
+234
4333
$4K ﹤0.01%
2,518
-31
4334
$4K ﹤0.01%
358
4335
$4K ﹤0.01%
129
-613
4336
$4K ﹤0.01%
110
4337
$4K ﹤0.01%
+149
4338
$4K ﹤0.01%
883
+480
4339
$4K ﹤0.01%
3,105
+2,975
4340
$4K ﹤0.01%
122
4341
$4K ﹤0.01%
104
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4342
$4K ﹤0.01%
731
+719
4343
$4K ﹤0.01%
71
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4344
$4K ﹤0.01%
164
4345
$4K ﹤0.01%
70
4346
$4K ﹤0.01%
241
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4347
$4K ﹤0.01%
2,003
+2,000
4348
$4K ﹤0.01%
1,340
-330
4349
$4K ﹤0.01%
247
-201
4350
$4K ﹤0.01%
205
+36
172 173
174
175 176