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
4576
$2K ﹤0.01%
101
+17
4577
$2K ﹤0.01%
81
-192
4578
$2K ﹤0.01%
188
+144
4579
$2K ﹤0.01%
2,403
-4,975
4580
$2K ﹤0.01%
33
-24
4581
$2K ﹤0.01%
743
+499
4582
$2K ﹤0.01%
240
+41
4583
$2K ﹤0.01%
877
+454
4584
$2K ﹤0.01%
34
4585
$2K ﹤0.01%
1,350
4586
$2K ﹤0.01%
94
-9
4587
$2K ﹤0.01%
176
+17
4588
$2K ﹤0.01%
525
4589
$2K ﹤0.01%
1,899
+1,889
4590
$2K ﹤0.01%
571
-18,739
4591
$2K ﹤0.01%
514
-516
4592
$2K ﹤0.01%
192
+112
4593
$2K ﹤0.01%
279
+110
4594
$2K ﹤0.01%
161
+67
4595
$2K ﹤0.01%
86
+72
4596
$2K ﹤0.01%
138
+65
4597
$2K ﹤0.01%
1,114
+830
4598
$2K ﹤0.01%
148
4599
$2K ﹤0.01%
47
4600
$2K ﹤0.01%
1,103
+322
182 183
184
185 186