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
2926
$42K ﹤0.01%
323
+9
2927
$42K ﹤0.01%
+438
2928
$42K ﹤0.01%
3,629
-575
2929
$42K ﹤0.01%
6,038
+4,777
2930
$42K ﹤0.01%
5,814
-66
2931
$42K ﹤0.01%
1,990
+733
2932
$42K ﹤0.01%
4,001
-33
2933
$42K ﹤0.01%
2,538
+12
2934
$42K ﹤0.01%
1,099
+118
2935
$41K ﹤0.01%
6,662
-855
2936
$41K ﹤0.01%
1,240
-717
2937
$41K ﹤0.01%
569
-689
2938
$41K ﹤0.01%
10,855
+10,000
2939
$41K ﹤0.01%
1,551
+617
2940
$41K ﹤0.01%
5,953
+1,499
2941
$41K ﹤0.01%
386
+40
2942
$41K ﹤0.01%
770
+241
2943
$41K ﹤0.01%
3,187
-1,065
2944
$41K ﹤0.01%
578
2945
$41K ﹤0.01%
3,326
-322
2946
$41K ﹤0.01%
515
+20
2947
$41K ﹤0.01%
1,164
+567
2948
$41K ﹤0.01%
3,979
-368
2949
$41K ﹤0.01%
1,979
-531
2950
$41K ﹤0.01%
1,092
+17
116 117
118
119 120