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
4826
$1K ﹤0.01%
189
+118
4827
$1K ﹤0.01%
15
+7
4828
$1K ﹤0.01%
129
+102
4829
$1K ﹤0.01%
200
4830
$1K ﹤0.01%
+34
4831
$1K ﹤0.01%
10
4832
$1K ﹤0.01%
136
+59
4833
$1K ﹤0.01%
46
4834
$1K ﹤0.01%
249
+43
4835
$1K ﹤0.01%
1,758
-528
4836
$1K ﹤0.01%
105
-65
4837
$1K ﹤0.01%
50
+2
4838
$1K ﹤0.01%
10
+3
4839
$1K ﹤0.01%
+84
4840
$1K ﹤0.01%
1,131
+1,031
4841
$1K ﹤0.01%
109
+52
4842
$1K ﹤0.01%
107
+92
4843
$1K ﹤0.01%
64
-86
4844
$1K ﹤0.01%
28
4845
$1K ﹤0.01%
88
-137
4846
$1K ﹤0.01%
80
+38
4847
$1K ﹤0.01%
104
+75
4848
$1K ﹤0.01%
25
+4
4849
$1K ﹤0.01%
25
+14
4850
$1K ﹤0.01%
333
192 193
194
195 196