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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
3901
$9K ﹤0.01%
316
+22
3902
$9K ﹤0.01%
931
+61
3903
$9K ﹤0.01%
735
-381
3904
$9K ﹤0.01%
107
+16
3905
$9K ﹤0.01%
803
+406
3906
$9K ﹤0.01%
3,709
-2,107
3907
$9K ﹤0.01%
1,708
+1,643
3908
$9K ﹤0.01%
3,602
+2,548
3909
$9K ﹤0.01%
527
+249
3910
$9K ﹤0.01%
386
+62
3911
$9K ﹤0.01%
177
3912
$9K ﹤0.01%
56
+23
3913
$9K ﹤0.01%
947
-2,142
3914
$9K ﹤0.01%
200
3915
$9K ﹤0.01%
3,921
-240
3916
$9K ﹤0.01%
113
+27
3917
$9K ﹤0.01%
200
3918
$9K ﹤0.01%
3,214
+1,509
3919
$9K ﹤0.01%
279
3920
$9K ﹤0.01%
+864
3921
$9K ﹤0.01%
217
-301
3922
$9K ﹤0.01%
300
3923
$9K ﹤0.01%
1,200
3924
$9K ﹤0.01%
857
+64
3925
$9K ﹤0.01%
921
+161
155 156
157
158 159