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
4726
$1K ﹤0.01%
99
4727
$1K ﹤0.01%
201
4728
$1K ﹤0.01%
659
4729
$1K ﹤0.01%
424
-7,059
4730
$1K ﹤0.01%
94
+22
4731
$1K ﹤0.01%
208
+44
4732
$1K ﹤0.01%
323
4733
$1K ﹤0.01%
49
-9
4734
$1K ﹤0.01%
79
-544
4735
$1K ﹤0.01%
135
+118
4736
$1K ﹤0.01%
282
+260
4737
$1K ﹤0.01%
304
+105
4738
$1K ﹤0.01%
108
4739
$1K ﹤0.01%
1,478
+1,379
4740
$1K ﹤0.01%
189
+118
4741
$1K ﹤0.01%
15
+7
4742
$1K ﹤0.01%
129
+102
4743
$1K ﹤0.01%
200
4744
$1K ﹤0.01%
+34
4745
$1K ﹤0.01%
10
4746
$1K ﹤0.01%
136
+59
4747
$1K ﹤0.01%
46
4748
$1K ﹤0.01%
249
+43
4749
$1K ﹤0.01%
1,758
-528
4750
$1K ﹤0.01%
105
-65
188 189
190
191 192