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
4601
$2K ﹤0.01%
83
+11
4602
$2K ﹤0.01%
138
+21
4603
$2K ﹤0.01%
528
+174
4604
$2K ﹤0.01%
271
-830
4605
$2K ﹤0.01%
36
-2
4606
$2K ﹤0.01%
46
-53
4607
$2K ﹤0.01%
171
+28
4608
$2K ﹤0.01%
182
+37
4609
$2K ﹤0.01%
141
-43
4610
$2K ﹤0.01%
1,798
+1,139
4611
$2K ﹤0.01%
469
4612
$2K ﹤0.01%
52
-149
4613
$2K ﹤0.01%
256
4614
$2K ﹤0.01%
143
-3
4615
$2K ﹤0.01%
+85
4616
$2K ﹤0.01%
272
-14
4617
$2K ﹤0.01%
110
+15
4618
$2K ﹤0.01%
+24
4619
$2K ﹤0.01%
128
+11
4620
$2K ﹤0.01%
+500
4621
$2K ﹤0.01%
548
+185
4622
$2K ﹤0.01%
65
4623
$2K ﹤0.01%
58
+44
4624
$2K ﹤0.01%
70
-351
4625
$2K ﹤0.01%
25
183 184
185
186 187