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
1876
$184K ﹤0.01%
1,107
-477
1877
$184K ﹤0.01%
7,074
+139
1878
$184K ﹤0.01%
10,043
-9,742
1879
$183K ﹤0.01%
6,787
+2,451
1880
$183K ﹤0.01%
26,406
+4,046
1881
$183K ﹤0.01%
5,525
1882
$183K ﹤0.01%
2,124
-369
1883
$182K ﹤0.01%
3,770
+505
1884
$182K ﹤0.01%
1,563
+323
1885
$182K ﹤0.01%
2,147
-76
1886
$182K ﹤0.01%
5,153
+193
1887
$181K ﹤0.01%
1,282
+224
1888
$181K ﹤0.01%
4,955
+34
1889
$180K ﹤0.01%
549
-76
1890
$180K ﹤0.01%
22,934
+1,757
1891
$180K ﹤0.01%
7,748
1892
$180K ﹤0.01%
898
+216
1893
$179K ﹤0.01%
1,911
+734
1894
$179K ﹤0.01%
2,866
+2,356
1895
$179K ﹤0.01%
6,484
-7,803
1896
$178K ﹤0.01%
20,922
+13,794
1897
$178K ﹤0.01%
918
+67
1898
$178K ﹤0.01%
3,961
1899
$178K ﹤0.01%
5,211
+216
1900
$178K ﹤0.01%
4,604
+1,036
74 75
76
77 78