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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
3951
$9K ﹤0.01%
642
-112
3952
$9K ﹤0.01%
483
-35
3953
$9K ﹤0.01%
907
-86
3954
$9K ﹤0.01%
1,698
3955
$9K ﹤0.01%
828
-1,715
3956
$8K ﹤0.01%
2,438
-62
3957
$8K ﹤0.01%
2,325
+2,113
3958
$8K ﹤0.01%
1,486
3959
$8K ﹤0.01%
1,522
+618
3960
$8K ﹤0.01%
1,098
+755
3961
$8K ﹤0.01%
1,158
+1,152
3962
$8K ﹤0.01%
39
+30
3963
$8K ﹤0.01%
1,602
-3,750
3964
$8K ﹤0.01%
1,031
+9
3965
$8K ﹤0.01%
314
-31
3966
$8K ﹤0.01%
1,281
+453
3967
$8K ﹤0.01%
+182
3968
$8K ﹤0.01%
104
-34
3969
$8K ﹤0.01%
2,604
+934
3970
$8K ﹤0.01%
438
-38
3971
$8K ﹤0.01%
390
-996
3972
$8K ﹤0.01%
3,220
-36
3973
$8K ﹤0.01%
243
+1
3974
$8K ﹤0.01%
817
-60
3975
$8K ﹤0.01%
682
-268
157 158
159
160 161