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
3801
$11K ﹤0.01%
535
-16
3802
$11K ﹤0.01%
74
3803
$11K ﹤0.01%
273
3804
$11K ﹤0.01%
+200
3805
$11K ﹤0.01%
294
+197
3806
$11K ﹤0.01%
251
-396
3807
$11K ﹤0.01%
591
-207
3808
$11K ﹤0.01%
2,438
-1,325
3809
$11K ﹤0.01%
467
-420
3810
$11K ﹤0.01%
641
+83
3811
$11K ﹤0.01%
19,316
3812
$11K ﹤0.01%
1,104
-1,305
3813
$11K ﹤0.01%
1,600
-2,416
3814
$11K ﹤0.01%
520
3815
$11K ﹤0.01%
413
-33
3816
$11K ﹤0.01%
493
3817
$11K ﹤0.01%
272
+3
3818
$11K ﹤0.01%
500
3819
$11K ﹤0.01%
270
-18,984
3820
$11K ﹤0.01%
487
+71
3821
$11K ﹤0.01%
583
+17
3822
$11K ﹤0.01%
848
+669
3823
$11K ﹤0.01%
+397
3824
$11K ﹤0.01%
450
-2
3825
$11K ﹤0.01%
508
151 152
153
154 155