We are live on ! Find out more
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
4051
$7K ﹤0.01%
395
+19
4052
$7K ﹤0.01%
447
+115
4053
$7K ﹤0.01%
165
+43
4054
$7K ﹤0.01%
1,569
4055
$7K ﹤0.01%
778
-134
4056
$7K ﹤0.01%
457
+49
4057
$7K ﹤0.01%
531
+46
4058
$7K ﹤0.01%
250
+173
4059
$7K ﹤0.01%
272
-140
4060
$7K ﹤0.01%
293
+134
4061
$7K ﹤0.01%
58
+17
4062
$7K ﹤0.01%
2,432
+2,410
4063
$7K ﹤0.01%
339
4064
$7K ﹤0.01%
2,568
+2,132
4065
$7K ﹤0.01%
470
+7
4066
$7K ﹤0.01%
196
+2
4067
$7K ﹤0.01%
532
+3
4068
$7K ﹤0.01%
346
-81
4069
$7K ﹤0.01%
210
-151
4070
$7K ﹤0.01%
321
-212
4071
$7K ﹤0.01%
215
4072
$7K ﹤0.01%
426
-1
4073
$7K ﹤0.01%
239
-9,955
4074
$7K ﹤0.01%
449
+163
4075
$7K ﹤0.01%
1,821
161 162
163
164 165