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
4826
$1K ﹤0.01%
502
+473
4827
$1K ﹤0.01%
+57
4828
$1K ﹤0.01%
506
-832
4829
$1K ﹤0.01%
147
+119
4830
$1K ﹤0.01%
176
-77
4831
$1K ﹤0.01%
48
4832
$1K ﹤0.01%
64
-53
4833
$1K ﹤0.01%
71
+49
4834
$1K ﹤0.01%
50
4835
$1K ﹤0.01%
333
+102
4836
$1K ﹤0.01%
+14
4837
$1K ﹤0.01%
85
-1,526
4838
$1K ﹤0.01%
+32
4839
$1K ﹤0.01%
21
+8
4840
$1K ﹤0.01%
24
+10
4841
$1K ﹤0.01%
58
-13
4842
$1K ﹤0.01%
148
4843
$1K ﹤0.01%
162
-18
4844
$1K ﹤0.01%
159
-759
4845
$1K ﹤0.01%
25
-592
4846
$1K ﹤0.01%
68
-7
4847
$1K ﹤0.01%
79
-51
4848
$1K ﹤0.01%
129
+40
4849
$1K ﹤0.01%
318
+239
4850
$1K ﹤0.01%
95
-13
192 193
194
195 196