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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
3976
$8K ﹤0.01%
670
+95
3977
$8K ﹤0.01%
115
+80
3978
$8K ﹤0.01%
216
-56
3979
$8K ﹤0.01%
688
+466
3980
$8K ﹤0.01%
167
-105
3981
$8K ﹤0.01%
+3,247
3982
$8K ﹤0.01%
300
+73
3983
$8K ﹤0.01%
513
-407
3984
$8K ﹤0.01%
59
+12
3985
$8K ﹤0.01%
268
+96
3986
$8K ﹤0.01%
178
-19
3987
$8K ﹤0.01%
850
3988
$8K ﹤0.01%
111
-25
3989
$8K ﹤0.01%
1,000
3990
$8K ﹤0.01%
334
+14
3991
$8K ﹤0.01%
188
-463
3992
$8K ﹤0.01%
1,070
+862
3993
$8K ﹤0.01%
+313
3994
$8K ﹤0.01%
+1,000
3995
$8K ﹤0.01%
627
3996
$8K ﹤0.01%
449
+105
3997
$8K ﹤0.01%
137
+28
3998
$8K ﹤0.01%
233
3999
$8K ﹤0.01%
541
+251
4000
$8K ﹤0.01%
607
+128
158 159
160
161 162