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
3426
$20K ﹤0.01%
397
3427
$20K ﹤0.01%
+331
3428
$20K ﹤0.01%
1,640
-1,610
3429
$20K ﹤0.01%
440
+5
3430
$20K ﹤0.01%
83
+4
3431
$20K ﹤0.01%
315
+4
3432
$20K ﹤0.01%
1,942
+89
3433
$20K ﹤0.01%
1,812
-7,000
3434
$20K ﹤0.01%
100
3435
$20K ﹤0.01%
1,917
-1,472
3436
$20K ﹤0.01%
436
-116
3437
$20K ﹤0.01%
4,115
-51
3438
$20K ﹤0.01%
1,168
-427
3439
$20K ﹤0.01%
853
3440
$20K ﹤0.01%
369
+37
3441
$20K ﹤0.01%
462
-1
3442
$20K ﹤0.01%
410
-510
3443
$20K ﹤0.01%
356
+20
3444
$20K ﹤0.01%
650
+90
3445
$20K ﹤0.01%
500
-4
3446
$20K ﹤0.01%
2,010
-166
3447
$20K ﹤0.01%
2,378
+1,710
3448
$20K ﹤0.01%
2,295
3449
$20K ﹤0.01%
741
-227
3450
$20K ﹤0.01%
486
+5
136 137
138
139 140