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
4676
$1K ﹤0.01%
75
4677
$1K ﹤0.01%
+15
4678
$1K ﹤0.01%
+71
4679
$1K ﹤0.01%
208
+76
4680
$1K ﹤0.01%
18
4681
$1K ﹤0.01%
207
+113
4682
$1K ﹤0.01%
17
4683
$1K ﹤0.01%
73
-1,246
4684
$1K ﹤0.01%
146
+82
4685
$1K ﹤0.01%
182
-50
4686
$1K ﹤0.01%
23
4687
$1K ﹤0.01%
47
-5
4688
$1K ﹤0.01%
52
+18
4689
$1K ﹤0.01%
12
4690
$1K ﹤0.01%
559
-117
4691
$1K ﹤0.01%
73
+6
4692
$1K ﹤0.01%
54
-1,017
4693
$1K ﹤0.01%
316
+275
4694
$1K ﹤0.01%
250
-1,369
4695
$1K ﹤0.01%
136
+31
4696
$1K ﹤0.01%
+30
4697
$1K ﹤0.01%
38
+1
4698
$1K ﹤0.01%
70
+12
4699
$1K ﹤0.01%
31
4700
$1K ﹤0.01%
26
186 187
188
189 190