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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
3926
$9K ﹤0.01%
221
+16
3927
$9K ﹤0.01%
604
+471
3928
$9K ﹤0.01%
923
+820
3929
$9K ﹤0.01%
938
+530
3930
$9K ﹤0.01%
121
-184
3931
$9K ﹤0.01%
713
+112
3932
$9K ﹤0.01%
369
+91
3933
$9K ﹤0.01%
710
+144
3934
$9K ﹤0.01%
+378
3935
$9K ﹤0.01%
363
3936
$9K ﹤0.01%
+350
3937
$9K ﹤0.01%
851
+105
3938
$9K ﹤0.01%
39
3939
$9K ﹤0.01%
740
-1,727
3940
$9K ﹤0.01%
159
+5
3941
$9K ﹤0.01%
97
-38
3942
$9K ﹤0.01%
282
+144
3943
$9K ﹤0.01%
841
-143
3944
$9K ﹤0.01%
416
-289
3945
$9K ﹤0.01%
286
+14
3946
$9K ﹤0.01%
1,037
+810
3947
$9K ﹤0.01%
250
3948
$9K ﹤0.01%
200
3949
$9K ﹤0.01%
2,151
+215
3950
$9K ﹤0.01%
100
+1
156 157
158
159 160