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
3026
$36K ﹤0.01%
2,882
+12
3027
$36K ﹤0.01%
4,873
-591
3028
$36K ﹤0.01%
987
+481
3029
$36K ﹤0.01%
+735
3030
$36K ﹤0.01%
+306
3031
$36K ﹤0.01%
307
3032
$36K ﹤0.01%
1,459
+67
3033
$36K ﹤0.01%
1,236
-23
3034
$36K ﹤0.01%
398
-14
3035
$36K ﹤0.01%
1,359
-4,529
3036
$36K ﹤0.01%
1,007
-5
3037
$36K ﹤0.01%
657
-446
3038
$36K ﹤0.01%
400
3039
$36K ﹤0.01%
3,433
+1,396
3040
$36K ﹤0.01%
4,229
+4,121
3041
$35K ﹤0.01%
1,878
-275
3042
$35K ﹤0.01%
225
3043
$35K ﹤0.01%
306
-31
3044
$35K ﹤0.01%
387
-177
3045
$35K ﹤0.01%
1,170
+778
3046
$35K ﹤0.01%
25,325
+4,043
3047
$35K ﹤0.01%
7,605
+416
3048
$35K ﹤0.01%
1,213
-754
3049
$35K ﹤0.01%
827
+117
3050
$35K ﹤0.01%
3,713
+2,503
120 121
122
123 124