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
4701
$1K ﹤0.01%
390
4702
$1K ﹤0.01%
289
-3
4703
$1K ﹤0.01%
183
+126
4704
$1K ﹤0.01%
22
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4705
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4706
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4707
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4708
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4709
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-11
4710
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-40
4711
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4712
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60
4713
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4714
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356
-90
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4718
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79
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4720
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12
4721
$1K ﹤0.01%
267
-482
4722
$1K ﹤0.01%
116
+60
4723
$1K ﹤0.01%
57
+11
4724
$1K ﹤0.01%
+46
4725
$1K ﹤0.01%
375
+141
187 188
189
190 191