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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
3851
$10K ﹤0.01%
415
-205
3852
$10K ﹤0.01%
239
+9
3853
$10K ﹤0.01%
700
3854
$10K ﹤0.01%
521
+324
3855
$10K ﹤0.01%
302
-2,510
3856
$10K ﹤0.01%
322
-37
3857
$10K ﹤0.01%
2,257
+52
3858
$10K ﹤0.01%
960
+3
3859
$10K ﹤0.01%
1,105
+429
3860
$10K ﹤0.01%
1,285
-300
3861
$10K ﹤0.01%
80
+22
3862
$10K ﹤0.01%
300
3863
$10K ﹤0.01%
1,181
+881
3864
$10K ﹤0.01%
673
-329
3865
$10K ﹤0.01%
202
-69
3866
$10K ﹤0.01%
307
-1,306
3867
$10K ﹤0.01%
854
+353
3868
$10K ﹤0.01%
98
-4
3869
$10K ﹤0.01%
391
+49
3870
$10K ﹤0.01%
1,506
-1,023
3871
$10K ﹤0.01%
1,653
-1,287
3872
$10K ﹤0.01%
459
3873
$10K ﹤0.01%
307
+166
3874
$10K ﹤0.01%
571
+376
3875
$10K ﹤0.01%
260
+134
153 154
155
156 157