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
4776
$1K ﹤0.01%
+67
4777
$1K ﹤0.01%
1,325
4778
$1K ﹤0.01%
815
-100
4779
$1K ﹤0.01%
100
4780
$1K ﹤0.01%
122
+78
4781
$1K ﹤0.01%
1,540
+830
4782
$1K ﹤0.01%
135
-3,670
4783
$1K ﹤0.01%
44
+16
4784
$1K ﹤0.01%
100
4785
$1K ﹤0.01%
+20
4786
$1K ﹤0.01%
14
-142
4787
$1K ﹤0.01%
82
-73
4788
$1K ﹤0.01%
80
4789
$1K ﹤0.01%
850
-270
4790
$1K ﹤0.01%
125
+104
4791
$1K ﹤0.01%
60
+7
4792
$1K ﹤0.01%
19
4793
$1K ﹤0.01%
208
-50
4794
$1K ﹤0.01%
333
+65
4795
$1K ﹤0.01%
14
4796
$1K ﹤0.01%
496
+110
4797
$1K ﹤0.01%
89
-1
4798
$1K ﹤0.01%
234
+84
4799
$1K ﹤0.01%
78
4800
$1K ﹤0.01%
53
190 191
192
193 194