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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
3826
$11K ﹤0.01%
455
-810
3827
$11K ﹤0.01%
930
-1,792
3828
$11K ﹤0.01%
445
-43
3829
$11K ﹤0.01%
1,424
-344
3830
$11K ﹤0.01%
728
+428
3831
$11K ﹤0.01%
715
+363
3832
$11K ﹤0.01%
1,643
-786
3833
$11K ﹤0.01%
583
-43
3834
$11K ﹤0.01%
129
+61
3835
$11K ﹤0.01%
1,217
-129
3836
$10K ﹤0.01%
1,001
-1,201
3837
$10K ﹤0.01%
435
+17
3838
$10K ﹤0.01%
463
+205
3839
$10K ﹤0.01%
103
-7
3840
$10K ﹤0.01%
251
+7
3841
$10K ﹤0.01%
+433
3842
$10K ﹤0.01%
793
+426
3843
$10K ﹤0.01%
723
+99
3844
$10K ﹤0.01%
400
3845
$10K ﹤0.01%
555
+177
3846
$10K ﹤0.01%
351
-1,140
3847
$10K ﹤0.01%
+137
3848
$10K ﹤0.01%
377
+170
3849
$10K ﹤0.01%
573
-388
3850
$10K ﹤0.01%
628
152 153
154
155 156