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
2601
$64K ﹤0.01%
2,274
+500
2602
$64K ﹤0.01%
2,118
-1,317
2603
$64K ﹤0.01%
5,237
+14
2604
$64K ﹤0.01%
16,083
-3,912
2605
$64K ﹤0.01%
832
-34
2606
$64K ﹤0.01%
4,636
+4,136
2607
$64K ﹤0.01%
1,528
+263
2608
$64K ﹤0.01%
1,629
+127
2609
$64K ﹤0.01%
1,872
+70
2610
$64K ﹤0.01%
2,633
+664
2611
$64K ﹤0.01%
33
+7
2612
$64K ﹤0.01%
3,678
+1,256
2613
$63K ﹤0.01%
1,039
+256
2614
$63K ﹤0.01%
11,150
+3,250
2615
$63K ﹤0.01%
20,677
+1,857
2616
$63K ﹤0.01%
1,518
+592
2617
$63K ﹤0.01%
267
+223
2618
$63K ﹤0.01%
1,186
2619
$63K ﹤0.01%
744
+20
2620
$63K ﹤0.01%
545
-10
2621
$63K ﹤0.01%
2,592
-30
2622
$63K ﹤0.01%
388
+69
2623
$63K ﹤0.01%
1,242
+280
2624
$62K ﹤0.01%
637
+80
2625
$62K ﹤0.01%
7,433
-900
103 104
105
106 107