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
4651
$1K ﹤0.01%
264
+75
4652
$1K ﹤0.01%
107
-112
4653
$1K ﹤0.01%
21
+6
4654
$1K ﹤0.01%
33
-2,237
4655
$1K ﹤0.01%
474
+4
4656
$1K ﹤0.01%
97
-26
4657
$1K ﹤0.01%
80
+43
4658
$1K ﹤0.01%
641
+377
4659
$1K ﹤0.01%
297
-94
4660
$1K ﹤0.01%
93
-28
4661
$1K ﹤0.01%
359
+295
4662
$1K ﹤0.01%
38
-97
4663
$1K ﹤0.01%
52
+12
4664
$1K ﹤0.01%
19
-15
4665
$1K ﹤0.01%
39
4666
$1K ﹤0.01%
100
4667
$1K ﹤0.01%
69
+13
4668
$1K ﹤0.01%
1,010
-2,193
4669
$1K ﹤0.01%
67
+2
4670
$1K ﹤0.01%
128
-36
4671
$1K ﹤0.01%
150
+123
4672
$1K ﹤0.01%
395
+79
4673
$1K ﹤0.01%
+20
4674
$1K ﹤0.01%
36
4675
$1K ﹤0.01%
45
185 186
187
188 189