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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
3276
$25K ﹤0.01%
819
+434
3277
$25K ﹤0.01%
315
3278
$25K ﹤0.01%
1,066
+17
3279
$25K ﹤0.01%
2,856
+1,620
3280
$25K ﹤0.01%
1,361
+813
3281
$25K ﹤0.01%
229
+26
3282
$25K ﹤0.01%
381
+48
3283
$25K ﹤0.01%
621
+73
3284
$25K ﹤0.01%
310
+97
3285
$25K ﹤0.01%
113
+24
3286
$25K ﹤0.01%
2,056
+511
3287
$25K ﹤0.01%
2,738
-1,219
3288
$25K ﹤0.01%
2,490
-609
3289
$25K ﹤0.01%
6,846
+5,158
3290
$25K ﹤0.01%
1,053
3291
$25K ﹤0.01%
4,007
+925
3292
$25K ﹤0.01%
+357
3293
$25K ﹤0.01%
531
3294
$25K ﹤0.01%
891
+392
3295
$25K ﹤0.01%
692
+79
3296
$25K ﹤0.01%
16,139
+12,250
3297
$25K ﹤0.01%
1,471
3298
$25K ﹤0.01%
3,745
+843
3299
$25K ﹤0.01%
399
-174
3300
$25K ﹤0.01%
813
+213
130 131
132
133 134