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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
3601
$16K ﹤0.01%
6,083
-1,113
3602
$16K ﹤0.01%
545
+23
3603
$16K ﹤0.01%
934
+367
3604
$16K ﹤0.01%
28
+1
3605
$16K ﹤0.01%
1,599
+1,233
3606
$16K ﹤0.01%
1,462
3607
$16K ﹤0.01%
+453
3608
$16K ﹤0.01%
40
+27
3609
$16K ﹤0.01%
150
3610
$15K ﹤0.01%
1,403
-14
3611
$15K ﹤0.01%
2,352
+873
3612
$15K ﹤0.01%
400
3613
$15K ﹤0.01%
480
-56
3614
$15K ﹤0.01%
971
3615
$15K ﹤0.01%
318
3616
$15K ﹤0.01%
452
-26
3617
$15K ﹤0.01%
548
3618
$15K ﹤0.01%
566
+244
3619
$15K ﹤0.01%
5,041
-943
3620
$15K ﹤0.01%
553
3621
$15K ﹤0.01%
1,218
-1,281
3622
$15K ﹤0.01%
216
-159
3623
$15K ﹤0.01%
279
+35
3624
$15K ﹤0.01%
1,000
3625
$15K ﹤0.01%
759
-1,731
143 144
145
146 147