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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
4201
$5K ﹤0.01%
4,437
-5,229
4202
$5K ﹤0.01%
+207
4203
$5K ﹤0.01%
310
4204
$5K ﹤0.01%
1,889
+85
4205
$5K ﹤0.01%
179
-932
4206
$5K ﹤0.01%
183
-234
4207
$5K ﹤0.01%
681
-40
4208
$5K ﹤0.01%
80
+58
4209
$5K ﹤0.01%
362
-530
4210
$5K ﹤0.01%
366
4211
$5K ﹤0.01%
86
4212
$5K ﹤0.01%
518
+115
4213
$5K ﹤0.01%
52
+1
4214
$5K ﹤0.01%
164
-275
4215
$5K ﹤0.01%
830
+86
4216
$5K ﹤0.01%
785
+775
4217
$5K ﹤0.01%
431
4218
$5K ﹤0.01%
716
-253
4219
$5K ﹤0.01%
1,312
-1,278
4220
$5K ﹤0.01%
585
4221
$5K ﹤0.01%
412
4222
$5K ﹤0.01%
594
+460
4223
$5K ﹤0.01%
160
-6
4224
$5K ﹤0.01%
61
+4
4225
$5K ﹤0.01%
112
+56
167 168
169
170 171