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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
4126
$6K ﹤0.01%
3,193
+1,599
4127
$6K ﹤0.01%
497
4128
$6K ﹤0.01%
515
4129
$6K ﹤0.01%
200
+8
4130
$6K ﹤0.01%
73
+61
4131
$6K ﹤0.01%
460
4132
$6K ﹤0.01%
118
+19
4133
$6K ﹤0.01%
334
4134
$6K ﹤0.01%
290
+48
4135
$6K ﹤0.01%
64
4136
$6K ﹤0.01%
760
4137
$6K ﹤0.01%
+200
4138
$6K ﹤0.01%
+732
4139
$6K ﹤0.01%
400
4140
$6K ﹤0.01%
239
4141
$6K ﹤0.01%
3,614
-18,525
4142
$6K ﹤0.01%
738
-3,692
4143
$6K ﹤0.01%
835
4144
$6K ﹤0.01%
870
+13
4145
$6K ﹤0.01%
292
-1,000
4146
$6K ﹤0.01%
558
-840
4147
$6K ﹤0.01%
82
-40
4148
$6K ﹤0.01%
139
-1
4149
$6K ﹤0.01%
2,895
+974
4150
$6K ﹤0.01%
1,095
+746
164 165
166
167 168