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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
3376
$22K ﹤0.01%
410
3377
$22K ﹤0.01%
5,541
+2,314
3378
$22K ﹤0.01%
130
+15
3379
$22K ﹤0.01%
318
+41
3380
$22K ﹤0.01%
492
+228
3381
$22K ﹤0.01%
506
+26
3382
$22K ﹤0.01%
1,351
+84
3383
$22K ﹤0.01%
674
-146
3384
$22K ﹤0.01%
711
+147
3385
$22K ﹤0.01%
2,546
+213
3386
$22K ﹤0.01%
7,325
-4,866
3387
$22K ﹤0.01%
867
-10,513
3388
$21K ﹤0.01%
103
-36
3389
$21K ﹤0.01%
465
3390
$21K ﹤0.01%
237
-12
3391
$21K ﹤0.01%
207
+58
3392
$21K ﹤0.01%
725
+287
3393
$21K ﹤0.01%
518
+304
3394
$21K ﹤0.01%
438
+56
3395
$21K ﹤0.01%
1,516
-337
3396
$21K ﹤0.01%
1,154
+909
3397
$21K ﹤0.01%
4,568
-818
3398
$21K ﹤0.01%
496
+19
3399
$21K ﹤0.01%
1,373
-227
3400
$21K ﹤0.01%
4,074
-1,232
134 135
136
137 138