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 8.87%
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
4801
$1K ﹤0.01%
96
-145
4802
$1K ﹤0.01%
26
+6
4803
$1K ﹤0.01%
83
+47
4804
$1K ﹤0.01%
32
4805
$1K ﹤0.01%
79
-68
4806
$1K ﹤0.01%
12
4807
$1K ﹤0.01%
267
-482
4808
$1K ﹤0.01%
116
+60
4809
$1K ﹤0.01%
+28
4810
$1K ﹤0.01%
+46
4811
$1K ﹤0.01%
375
+141
4812
$1K ﹤0.01%
99
4813
$1K ﹤0.01%
201
4814
$1K ﹤0.01%
659
4815
$1K ﹤0.01%
424
-7,059
4816
$1K ﹤0.01%
94
+22
4817
$1K ﹤0.01%
208
+44
4818
$1K ﹤0.01%
323
4819
$1K ﹤0.01%
49
-9
4820
$1K ﹤0.01%
79
-544
4821
$1K ﹤0.01%
135
+118
4822
$1K ﹤0.01%
282
+260
4823
$1K ﹤0.01%
304
+105
4824
$1K ﹤0.01%
108
4825
$1K ﹤0.01%
1,478
+1,379
191 192
193
194 195