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
3401
$21K ﹤0.01%
902
3402
$21K ﹤0.01%
1,316
-65
3403
$21K ﹤0.01%
1,924
+1,611
3404
$21K ﹤0.01%
1,413
3405
$21K ﹤0.01%
2,157
+45
3406
$21K ﹤0.01%
6,221
3407
$21K ﹤0.01%
3,122
+1,619
3408
$21K ﹤0.01%
792
3409
$21K ﹤0.01%
303
3410
$21K ﹤0.01%
501
-66
3411
$21K ﹤0.01%
500
+204
3412
$21K ﹤0.01%
2,418
-13,448
3413
$21K ﹤0.01%
534
+236
3414
$21K ﹤0.01%
845
3415
$21K ﹤0.01%
128
3416
$21K ﹤0.01%
821
3417
$21K ﹤0.01%
+821
3418
$21K ﹤0.01%
115
+29
3419
$20K ﹤0.01%
+979
3420
$20K ﹤0.01%
526
+53
3421
$20K ﹤0.01%
763
3422
$20K ﹤0.01%
527
-57
3423
$20K ﹤0.01%
812
+21
3424
$20K ﹤0.01%
630
+182
3425
$20K ﹤0.01%
288
-963
135 136
137
138 139