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
4176
$5K ﹤0.01%
671
4177
$5K ﹤0.01%
3,703
+1,679
4178
$5K ﹤0.01%
942
-30
4179
$5K ﹤0.01%
69
-13
4180
$5K ﹤0.01%
191
+25
4181
$5K ﹤0.01%
264
-8
4182
$5K ﹤0.01%
1,538
-1,687
4183
$5K ﹤0.01%
151
4184
$5K ﹤0.01%
2,029
+1,682
4185
$5K ﹤0.01%
502
-38
4186
$5K ﹤0.01%
1,107
4187
$5K ﹤0.01%
1,806
-33
4188
$5K ﹤0.01%
422
+127
4189
$5K ﹤0.01%
142
+68
4190
$5K ﹤0.01%
155
-95
4191
$5K ﹤0.01%
+177
4192
$5K ﹤0.01%
95
4193
$5K ﹤0.01%
205
-56,095
4194
$5K ﹤0.01%
+126
4195
$5K ﹤0.01%
300
4196
$5K ﹤0.01%
+341
4197
$5K ﹤0.01%
180
+42
4198
$5K ﹤0.01%
50
4199
$5K ﹤0.01%
2,167
+1,208
4200
$5K ﹤0.01%
589
166 167
168
169 170