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
5276
$0 ﹤0.01%
4
-18
5277
– –
-43
5278
– –
-41
5279
– –
-2
5280
$0 ﹤0.01%
26
5281
$0 ﹤0.01%
18
-20
5282
– –
-3,225
5283
– –
-40
5284
$0 ﹤0.01%
13
5285
– –
-32
5286
$0 ﹤0.01%
12
-40
5287
– –
-27
5288
$0 ﹤0.01%
9
-8
5289
$0 ﹤0.01%
7
5290
$0 ﹤0.01%
10
+5
5291
$0 ﹤0.01%
73
-97
208 209 210 211
212