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
4526
$2K ﹤0.01%
626
+7
4527
$2K ﹤0.01%
193
4528
$2K ﹤0.01%
257
+128
4529
$2K ﹤0.01%
+39
4530
$2K ﹤0.01%
58
-77
4531
$2K ﹤0.01%
75
+16
4532
$2K ﹤0.01%
198
-80
4533
$2K ﹤0.01%
242
4534
$2K ﹤0.01%
171
+16
4535
$2K ﹤0.01%
133
-557
4536
$2K ﹤0.01%
650
-8,605
4537
$2K ﹤0.01%
117
+83
4538
$2K ﹤0.01%
483
4539
$2K ﹤0.01%
837
+401
4540
$2K ﹤0.01%
1,429
-9,563
4541
$2K ﹤0.01%
46
4542
$2K ﹤0.01%
311
4543
$2K ﹤0.01%
100
4544
$2K ﹤0.01%
55
4545
$2K ﹤0.01%
91
-16
4546
$2K ﹤0.01%
36
4547
$2K ﹤0.01%
56
4548
$2K ﹤0.01%
286
-68
4549
$2K ﹤0.01%
34
-725
4550
$2K ﹤0.01%
85
+15
180 181
182
183 184