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
4476
$3K ﹤0.01%
827
+20
4477
$3K ﹤0.01%
62
-54
4478
$3K ﹤0.01%
161
-23
4479
$3K ﹤0.01%
1,106
+487
4480
$3K ﹤0.01%
41
+8
4481
$3K ﹤0.01%
127
4482
$3K ﹤0.01%
543
-416
4483
$2K ﹤0.01%
+124
4484
$2K ﹤0.01%
319
-52
4485
$2K ﹤0.01%
44
4486
$2K ﹤0.01%
503
+123
4487
$2K ﹤0.01%
149
-4
4488
$2K ﹤0.01%
208
+43
4489
$2K ﹤0.01%
492
+243
4490
$2K ﹤0.01%
+45
4491
$2K ﹤0.01%
185
+60
4492
$2K ﹤0.01%
115
+31
4493
$2K ﹤0.01%
+35
4494
$2K ﹤0.01%
457
4495
$2K ﹤0.01%
143
+88
4496
$2K ﹤0.01%
+19
4497
$2K ﹤0.01%
120
-550
4498
$2K ﹤0.01%
284
4499
$2K ﹤0.01%
22
4500
$2K ﹤0.01%
409
-285
178 179
180
181 182