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
2451
$79K ﹤0.01%
3,733
-69
2452
$79K ﹤0.01%
66
-14
2453
$78K ﹤0.01%
7,384
-73
2454
$78K ﹤0.01%
4,301
+55
2455
$78K ﹤0.01%
1,838
+181
2456
$78K ﹤0.01%
8,529
+1,841
2457
$78K ﹤0.01%
658
+20
2458
$78K ﹤0.01%
313
+70
2459
$78K ﹤0.01%
1,286
-16
2460
$77K ﹤0.01%
3,518
-166
2461
$77K ﹤0.01%
929
-11
2462
$77K ﹤0.01%
1,000
-318
2463
$77K ﹤0.01%
4,570
+740
2464
$77K ﹤0.01%
517
+12
2465
$77K ﹤0.01%
609
+28
2466
$77K ﹤0.01%
900
2467
$76K ﹤0.01%
8,990
-172
2468
$76K ﹤0.01%
3,767
-556
2469
$76K ﹤0.01%
2,215
+1,123
2470
$76K ﹤0.01%
2,735
+1,035
2471
$76K ﹤0.01%
1,251
-23
2472
$76K ﹤0.01%
9,936
+2,224
2473
$76K ﹤0.01%
1,575
+263
2474
$75K ﹤0.01%
1,616
-3,483
2475
$75K ﹤0.01%
881
+517
97 98
99
100 101