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
4426
$3K ﹤0.01%
+173
4427
$3K ﹤0.01%
1,099
+853
4428
$3K ﹤0.01%
154
+58
4429
$3K ﹤0.01%
89
4430
$3K ﹤0.01%
87
-1,442
4431
$3K ﹤0.01%
231
+171
4432
$3K ﹤0.01%
177
-13
4433
$3K ﹤0.01%
425
-332
4434
$3K ﹤0.01%
240
-129
4435
$3K ﹤0.01%
+67
4436
$3K ﹤0.01%
94
-249
4437
$3K ﹤0.01%
368
-50
4438
$3K ﹤0.01%
67
4439
$3K ﹤0.01%
480
+194
4440
$3K ﹤0.01%
56
+29
4441
$3K ﹤0.01%
362
-1,257
4442
$3K ﹤0.01%
89
+25
4443
$3K ﹤0.01%
328
+164
4444
$3K ﹤0.01%
200
4445
$3K ﹤0.01%
500
4446
$3K ﹤0.01%
62
+28
4447
$3K ﹤0.01%
81
+3
4448
$3K ﹤0.01%
61
+21
4449
$3K ﹤0.01%
+60
4450
$3K ﹤0.01%
137
-38
176 177
178
179 180