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
1576
$307K ﹤0.01%
9,373
+3,191
1577
$307K ﹤0.01%
35,298
+4,099
1578
$306K ﹤0.01%
3,068
-2,012
1579
$305K ﹤0.01%
+36,233
1580
$305K ﹤0.01%
6,212
+782
1581
$304K ﹤0.01%
6,166
+752
1582
$303K ﹤0.01%
14,649
-100
1583
$303K ﹤0.01%
2,774
+1,299
1584
$303K ﹤0.01%
11,170
+2,362
1585
$301K ﹤0.01%
9,513
+3,333
1586
$300K ﹤0.01%
7,897
-921
1587
$300K ﹤0.01%
6,145
-1,368
1588
$300K ﹤0.01%
2,919
+1,475
1589
$300K ﹤0.01%
9,116
-1,087
1590
$300K ﹤0.01%
25,403
-1,652
1591
$299K ﹤0.01%
+12,068
1592
$298K ﹤0.01%
6,136
+2,805
1593
$298K ﹤0.01%
5,016
+15
1594
$298K ﹤0.01%
5,673
+423
1595
$297K ﹤0.01%
7,079
-2,699
1596
$295K ﹤0.01%
11,857
+2,219
1597
$294K ﹤0.01%
1,732
+268
1598
$294K ﹤0.01%
7,135
+633
1599
$294K ﹤0.01%
7,431
+2,655
1600
$293K ﹤0.01%
24,812
+3,299
62 63
64
65 66