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
4551
$2K ﹤0.01%
125
+48
4552
$2K ﹤0.01%
936
+299
4553
$2K ﹤0.01%
500
4554
$2K ﹤0.01%
146
+43
4555
$2K ﹤0.01%
1,961
+200
4556
$2K ﹤0.01%
124
-34
4557
$2K ﹤0.01%
1,550
+943
4558
$2K ﹤0.01%
1,086
+894
4559
$2K ﹤0.01%
+100
4560
$2K ﹤0.01%
113
+45
4561
$2K ﹤0.01%
221
+130
4562
$2K ﹤0.01%
200
4563
$2K ﹤0.01%
132
-73
4564
$2K ﹤0.01%
303
4565
$2K ﹤0.01%
1,000
4566
$2K ﹤0.01%
74
+36
4567
$2K ﹤0.01%
36
+1
4568
$2K ﹤0.01%
151
-73
4569
$2K ﹤0.01%
796
-3,868
4570
$2K ﹤0.01%
276
+232
4571
$2K ﹤0.01%
162
+106
4572
$2K ﹤0.01%
198
+19
4573
$2K ﹤0.01%
112
4574
$2K ﹤0.01%
189
+16
4575
$2K ﹤0.01%
128
+22
181 182
183
184 185