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
4626
$2K ﹤0.01%
301
+123
4627
$2K ﹤0.01%
+265
4628
$2K ﹤0.01%
+95
4629
$2K ﹤0.01%
531
-87
4630
$2K ﹤0.01%
263
+159
4631
$2K ﹤0.01%
700
4632
$2K ﹤0.01%
179
-94
4633
$2K ﹤0.01%
1,393
+1,348
4634
$2K ﹤0.01%
503
+155
4635
$2K ﹤0.01%
148
+3
4636
$2K ﹤0.01%
316
-627
4637
$1K ﹤0.01%
+28
4638
$1K ﹤0.01%
525
+185
4639
$1K ﹤0.01%
80
+64
4640
$1K ﹤0.01%
68
+15
4641
$1K ﹤0.01%
484
+184
4642
$1K ﹤0.01%
80
-630
4643
$1K ﹤0.01%
+132
4644
$1K ﹤0.01%
51
-26
4645
$1K ﹤0.01%
485
+1
4646
$1K ﹤0.01%
83
+16
4647
$1K ﹤0.01%
127
+28
4648
$1K ﹤0.01%
567
-639
4649
$1K ﹤0.01%
67
+3
4650
$1K ﹤0.01%
130
-114
184 185
186
187 188