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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
3351
$23K ﹤0.01%
668
-100
3352
$23K ﹤0.01%
1,713
-634
3353
$23K ﹤0.01%
1,604
3354
$23K ﹤0.01%
+1,300
3355
$23K ﹤0.01%
2,515
-528
3356
$23K ﹤0.01%
544
+62
3357
$22K ﹤0.01%
3,764
-2,306
3358
$22K ﹤0.01%
663
-1,504
3359
$22K ﹤0.01%
921
+416
3360
$22K ﹤0.01%
3,389
+125
3361
$22K ﹤0.01%
2,075
+1,960
3362
$22K ﹤0.01%
1,158
-408
3363
$22K ﹤0.01%
1,832
+408
3364
$22K ﹤0.01%
423
+9
3365
$22K ﹤0.01%
617
+340
3366
$22K ﹤0.01%
546
+149
3367
$22K ﹤0.01%
3,156
+25
3368
$22K ﹤0.01%
81
-20
3369
$22K ﹤0.01%
406
+29
3370
$22K ﹤0.01%
1,009
3371
$22K ﹤0.01%
+787
3372
$22K ﹤0.01%
598
+2
3373
$22K ﹤0.01%
182
+9
3374
$22K ﹤0.01%
256
3375
$22K ﹤0.01%
1,071
+930
133 134
135
136 137