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
1426
$443K ﹤0.01%
18,458
-1,140
1427
$443K ﹤0.01%
8,023
+2,807
1428
$442K ﹤0.01%
3,670
-60
1429
$442K ﹤0.01%
3,511
-1,337
1430
$441K ﹤0.01%
13,903
+3,165
1431
$440K ﹤0.01%
15,055
+1,292
1432
$439K ﹤0.01%
47,101
+940
1433
$438K ﹤0.01%
1,743
+13
1434
$438K ﹤0.01%
24,207
+2,568
1435
$437K ﹤0.01%
7,544
-1,287
1436
$436K ﹤0.01%
17,946
+1,143
1437
$436K ﹤0.01%
5,948
+48
1438
$436K ﹤0.01%
2,085
+21
1439
$435K ﹤0.01%
29,646
-135
1440
$434K ﹤0.01%
14,119
-953
1441
$434K ﹤0.01%
4,088
+148
1442
$432K ﹤0.01%
15,501
+3,745
1443
$432K ﹤0.01%
1,949
+3
1444
$431K ﹤0.01%
+18,006
1445
$430K ﹤0.01%
3,612
-3,831
1446
$429K ﹤0.01%
12,629
-5,014
1447
$428K ﹤0.01%
14,752
+205
1448
$425K ﹤0.01%
7,338
+6,875
1449
$424K ﹤0.01%
11,612
-92
1450
$423K ﹤0.01%
1,924
+285
56 57
58
59 60