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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
4151
$6K ﹤0.01%
323
+79
4152
$6K ﹤0.01%
808
-451
4153
$6K ﹤0.01%
1,689
+1,601
4154
$6K ﹤0.01%
199
+2
4155
$6K ﹤0.01%
182
-271
4156
$6K ﹤0.01%
164
+121
4157
$6K ﹤0.01%
+371
4158
$6K ﹤0.01%
227
4159
$6K ﹤0.01%
+344
4160
$6K ﹤0.01%
199
-15
4161
$6K ﹤0.01%
125
4162
$6K ﹤0.01%
2,482
+258
4163
$6K ﹤0.01%
527
+81
4164
$6K ﹤0.01%
435
-1,407
4165
$5K ﹤0.01%
+1,000
4166
$5K ﹤0.01%
+168
4167
$5K ﹤0.01%
1,216
+142
4168
$5K ﹤0.01%
116
4169
$5K ﹤0.01%
1,801
+1,071
4170
$5K ﹤0.01%
169
-320
4171
$5K ﹤0.01%
1,175
-491
4172
$5K ﹤0.01%
309
-239
4173
$5K ﹤0.01%
423
4174
$5K ﹤0.01%
1,699
+166
4175
$5K ﹤0.01%
+1,000
165 166
167
168 169