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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
4276
$4K ﹤0.01%
220
4277
$4K ﹤0.01%
124
+20
4278
$4K ﹤0.01%
784
-730
4279
$4K ﹤0.01%
131
+87
4280
$4K ﹤0.01%
49
-1
4281
$4K ﹤0.01%
439
+350
4282
$4K ﹤0.01%
82
+26
4283
$4K ﹤0.01%
1,000
4284
$4K ﹤0.01%
128
4285
$4K ﹤0.01%
148
+20
4286
$4K ﹤0.01%
378
4287
$4K ﹤0.01%
2,079
4288
$4K ﹤0.01%
+1,005
4289
$4K ﹤0.01%
631
4290
$4K ﹤0.01%
478
-201
4291
$4K ﹤0.01%
833
4292
$4K ﹤0.01%
750
+250
4293
$4K ﹤0.01%
829
+486
4294
$4K ﹤0.01%
342
-10,967
4295
$4K ﹤0.01%
370
-289
4296
$4K ﹤0.01%
122
4297
$4K ﹤0.01%
104
+94
4298
$4K ﹤0.01%
731
+719
4299
$4K ﹤0.01%
71
+37
4300
$4K ﹤0.01%
164
170 171
172
173 174