We are live on ! Find out more
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
3501
$18K ﹤0.01%
425
+160
3502
$18K ﹤0.01%
+304
3503
$18K ﹤0.01%
1,195
-3,065
3504
$18K ﹤0.01%
3,280
+988
3505
$18K ﹤0.01%
322
3506
$18K ﹤0.01%
505
-779
3507
$18K ﹤0.01%
1,264
-72
3508
$18K ﹤0.01%
431
+303
3509
$18K ﹤0.01%
251
+21
3510
$18K ﹤0.01%
2,000
3511
$18K ﹤0.01%
1,125
+187
3512
$18K ﹤0.01%
257
+38
3513
$18K ﹤0.01%
2,967
-8,791
3514
$18K ﹤0.01%
4,325
+3,455
3515
$18K ﹤0.01%
1,774
-21
3516
$18K ﹤0.01%
4,566
+1,534
3517
$18K ﹤0.01%
2,595
-1,571
3518
$18K ﹤0.01%
+1,830
3519
$18K ﹤0.01%
727
+84
3520
$18K ﹤0.01%
406
+4
3521
$18K ﹤0.01%
275
-9
3522
$18K ﹤0.01%
21
+12
3523
$18K ﹤0.01%
489
3524
$18K ﹤0.01%
360
3525
$18K ﹤0.01%
298
+17
139 140
141
142 143