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
2051
$143K ﹤0.01%
3,152
+62
2052
$143K ﹤0.01%
1,843
+450
2053
$143K ﹤0.01%
1,972
+489
2054
$143K ﹤0.01%
27,200
+1,347
2055
$142K ﹤0.01%
1,687
+236
2056
$142K ﹤0.01%
4,482
-185
2057
$142K ﹤0.01%
1,266
+145
2058
$142K ﹤0.01%
1,845
+55
2059
$140K ﹤0.01%
1,575
+1,235
2060
$140K ﹤0.01%
3,694
+2,550
2061
$140K ﹤0.01%
15,388
+1,831
2062
$140K ﹤0.01%
7,044
-2,408
2063
$140K ﹤0.01%
2,827
2064
$140K ﹤0.01%
7,531
+176
2065
$140K ﹤0.01%
1,365
+651
2066
$140K ﹤0.01%
14,618
+8
2067
$139K ﹤0.01%
2,319
+1,208
2068
$139K ﹤0.01%
2,626
+93
2069
$138K ﹤0.01%
7,573
-233
2070
$137K ﹤0.01%
31,733
+6,558
2071
$137K ﹤0.01%
3,650
+520
2072
$136K ﹤0.01%
3,064
+19
2073
$136K ﹤0.01%
5,870
2074
$136K ﹤0.01%
+11,394
2075
$135K ﹤0.01%
2,034
-333
81 82
83
84 85