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
3976
$8K ﹤0.01%
688
+466
3977
$8K ﹤0.01%
167
-105
3978
$8K ﹤0.01%
+3,247
3979
$8K ﹤0.01%
300
+73
3980
$8K ﹤0.01%
513
-407
3981
$8K ﹤0.01%
59
+12
3982
$8K ﹤0.01%
268
+96
3983
$8K ﹤0.01%
178
-19
3984
$8K ﹤0.01%
850
3985
$8K ﹤0.01%
111
-25
3986
$8K ﹤0.01%
1,000
3987
$8K ﹤0.01%
334
+14
3988
$8K ﹤0.01%
188
-463
3989
$8K ﹤0.01%
1,070
+862
3990
$8K ﹤0.01%
+313
3991
$8K ﹤0.01%
+1,000
3992
$8K ﹤0.01%
627
3993
$8K ﹤0.01%
449
+105
3994
$8K ﹤0.01%
137
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3995
$8K ﹤0.01%
184
+9
3996
$8K ﹤0.01%
685
+224
3997
$8K ﹤0.01%
138
+2
3998
$8K ﹤0.01%
233
3999
$8K ﹤0.01%
541
+251
4000
$8K ﹤0.01%
607
+128
158 159
160
161 162