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
4751
$1K ﹤0.01%
50
+2
4752
$1K ﹤0.01%
10
+3
4753
$1K ﹤0.01%
+84
4754
$1K ﹤0.01%
1,131
+1,031
4755
$1K ﹤0.01%
109
+52
4756
$1K ﹤0.01%
107
+92
4757
$1K ﹤0.01%
64
-86
4758
$1K ﹤0.01%
28
4759
$1K ﹤0.01%
88
-137
4760
$1K ﹤0.01%
80
+38
4761
$1K ﹤0.01%
104
+75
4762
$1K ﹤0.01%
25
+4
4763
$1K ﹤0.01%
25
+14
4764
$1K ﹤0.01%
333
4765
$1K ﹤0.01%
185
4766
$1K ﹤0.01%
+2,000
4767
$1K ﹤0.01%
+56
4768
$1K ﹤0.01%
36
4769
$1K ﹤0.01%
252
-240
4770
$1K ﹤0.01%
1,000
4771
$1K ﹤0.01%
90
+42
4772
$1K ﹤0.01%
258
+78
4773
$1K ﹤0.01%
+103
4774
$1K ﹤0.01%
63
+16
4775
$1K ﹤0.01%
100
189 190
191
192 193