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
951
$1.29M 0.01%
84,465
+37,631
952
$1.27M 0.01%
4,955
+414
953
$1.27M 0.01%
8,589
+744
954
$1.26M 0.01%
4,592
-120
955
$1.26M 0.01%
33,549
-4,828
956
$1.26M 0.01%
36,513
+24,320
957
$1.26M 0.01%
8,053
-5,793
958
$1.26M 0.01%
6,715
+608
959
$1.26M 0.01%
43,783
+2,767
960
$1.26M 0.01%
21,609
+2,304
961
$1.25M 0.01%
20,243
+2,227
962
$1.25M 0.01%
13,280
-1,037
963
$1.25M 0.01%
15,821
+12,928
964
$1.25M 0.01%
27,957
+6,004
965
$1.24M 0.01%
80,786
-18,170
966
$1.24M 0.01%
36,621
+17,929
967
$1.24M 0.01%
17,763
+17,337
968
$1.24M 0.01%
18,621
+8,222
969
$1.24M 0.01%
24,076
+42
970
$1.23M 0.01%
20,851
-125
971
$1.23M 0.01%
16,674
-344
972
$1.23M 0.01%
32,119
+5,591
973
$1.23M 0.01%
10,741
+4,136
974
$1.23M 0.01%
11,409
+1,719
975
$1.23M 0.01%
50,659
+18,668
37 38
39
40 41