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
4801
$1K ﹤0.01%
7
+5
4802
$1K ﹤0.01%
92
-118
4803
$1K ﹤0.01%
+12
4804
$1K ﹤0.01%
52
+3
4805
$1K ﹤0.01%
+100
4806
$1K ﹤0.01%
+23
4807
$1K ﹤0.01%
243
-581
4808
$1K ﹤0.01%
10
+8
4809
$1K ﹤0.01%
810
+250
4810
$1K ﹤0.01%
29
-17
4811
$1K ﹤0.01%
47
+5
4812
$1K ﹤0.01%
23
+8
4813
$1K ﹤0.01%
44
+26
4814
$1K ﹤0.01%
65
-1
4815
$1K ﹤0.01%
56
+26
4816
$1K ﹤0.01%
131
+47
4817
$1K ﹤0.01%
29
-10
4818
$1K ﹤0.01%
533
+504
4819
$1K ﹤0.01%
409
-11
4820
$1K ﹤0.01%
20
4821
$1K ﹤0.01%
337
4822
$1K ﹤0.01%
114
+90
4823
$1K ﹤0.01%
49
-34
4824
$1K ﹤0.01%
92
-654
4825
$1K ﹤0.01%
164
-964
191 192
193
194 195