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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
+$92.9M
2
+$86.5M
3
+$45.6M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$41.2M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$40M

Top Sells

1
+$112M
2
+$48M
3
+$35M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$33.5M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$29.1M

Sector Composition

1 Technology 8.87%
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
3201
$29K ﹤0.01%
633
-63
3202
$29K ﹤0.01%
688
-3
3203
$29K ﹤0.01%
920
3204
$29K ﹤0.01%
285
+14
3205
$29K ﹤0.01%
3,853
+327
3206
$29K ﹤0.01%
905
-71
3207
$29K ﹤0.01%
+1,474
3208
$29K ﹤0.01%
1,644
+147
3209
$28K ﹤0.01%
1,454
+1,196
3210
$28K ﹤0.01%
840
3211
$28K ﹤0.01%
702
+32
3212
$28K ﹤0.01%
614
+74
3213
$28K ﹤0.01%
+936
3214
$28K ﹤0.01%
1,241
+137
3215
$28K ﹤0.01%
1,422
+1,269
3216
$28K ﹤0.01%
316
+129
3217
$28K ﹤0.01%
2,151
+1,112
3218
$28K ﹤0.01%
934
+768
3219
$28K ﹤0.01%
697
-283
3220
$28K ﹤0.01%
317
+143
3221
$28K ﹤0.01%
+500
3222
$28K ﹤0.01%
754
+93
3223
$28K ﹤0.01%
680
3224
$28K ﹤0.01%
268
-301
3225
$28K ﹤0.01%
739
-101
127 128
129
130 131