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
926
$1.4M 0.01%
5,644
-395
927
$1.4M 0.01%
36,135
+18,113
928
$1.4M 0.01%
55,279
-4,213
929
$1.4M 0.01%
29,613
+1,059
930
$1.39M 0.01%
21,463
+7,178
931
$1.39M 0.01%
10,259
+230
932
$1.39M 0.01%
4,755
+3,399
933
$1.39M 0.01%
13,053
-1,044
934
$1.37M 0.01%
52,867
+13,872
935
$1.37M 0.01%
15,236
+4,620
936
$1.37M 0.01%
2,729
-162
937
$1.37M 0.01%
14,824
+6,660
938
$1.37M 0.01%
29,303
+4,936
939
$1.34M 0.01%
20,626
-146
940
$1.33M 0.01%
40,803
+84
941
$1.33M 0.01%
5,702
+1,751
942
$1.33M 0.01%
45,491
+2,249
943
$1.33M 0.01%
7,177
-145
944
$1.32M 0.01%
42,257
+20,285
945
$1.31M 0.01%
37,922
+26,938
946
$1.31M 0.01%
9,428
+1,062
947
$1.31M 0.01%
23,314
+10,507
948
$1.29M 0.01%
61,450
+19,189
949
$1.29M 0.01%
14,747
+998
950
$1.29M 0.01%
21,905
+17,448
36 37
38
39 40