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
4501
$2K ﹤0.01%
251
+79
4502
$2K ﹤0.01%
1,716
-7,381
4503
$2K ﹤0.01%
487
+8
4504
$2K ﹤0.01%
+164
4505
$2K ﹤0.01%
71
+46
4506
$2K ﹤0.01%
94
4507
$2K ﹤0.01%
764
+738
4508
$2K ﹤0.01%
90
+22
4509
$2K ﹤0.01%
62
-74
4510
$2K ﹤0.01%
1,783
4511
$2K ﹤0.01%
238
-99
4512
$2K ﹤0.01%
161
+22
4513
$2K ﹤0.01%
273
4514
$2K ﹤0.01%
47
+35
4515
$2K ﹤0.01%
50
-2
4516
$2K ﹤0.01%
206
+171
4517
$2K ﹤0.01%
864
4518
$2K ﹤0.01%
+75
4519
$2K ﹤0.01%
129
-142
4520
$2K ﹤0.01%
48
4521
$2K ﹤0.01%
229
+46
4522
$2K ﹤0.01%
130
+37
4523
$2K ﹤0.01%
132
+91
4524
$2K ﹤0.01%
102
4525
$2K ﹤0.01%
165
+59
179 180
181
182 183