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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
4076
$7K ﹤0.01%
1,027
+704
4077
$7K ﹤0.01%
168
+51
4078
$7K ﹤0.01%
330
+315
4079
$7K ﹤0.01%
155
+55
4080
$7K ﹤0.01%
203
+19
4081
$7K ﹤0.01%
1,563
-1,064
4082
$7K ﹤0.01%
399
4083
$7K ﹤0.01%
384
-596
4084
$7K ﹤0.01%
176
+11
4085
$7K ﹤0.01%
1,502
+394
4086
$7K ﹤0.01%
225
+33
4087
$7K ﹤0.01%
144
-5
4088
$7K ﹤0.01%
+355
4089
$6K ﹤0.01%
315
+118
4090
$6K ﹤0.01%
3,043
+347
4091
$6K ﹤0.01%
846
+255
4092
$6K ﹤0.01%
358
+107
4093
$6K ﹤0.01%
320
4094
$6K ﹤0.01%
128
+8
4095
$6K ﹤0.01%
245
-195
4096
$6K ﹤0.01%
416
-11
4097
$6K ﹤0.01%
322
+29
4098
$6K ﹤0.01%
737
+484
4099
$6K ﹤0.01%
166
+74
4100
$6K ﹤0.01%
230
-150
162 163
164
165 166