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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
4301
$4K ﹤0.01%
70
4302
$4K ﹤0.01%
241
+88
4303
$4K ﹤0.01%
2,003
+2,000
4304
$4K ﹤0.01%
1,340
-330
4305
$4K ﹤0.01%
247
-201
4306
$4K ﹤0.01%
205
+36
4307
$4K ﹤0.01%
1,302
-4,018
4308
$4K ﹤0.01%
16
+1
4309
$4K ﹤0.01%
766
-2,086
4310
$4K ﹤0.01%
123
4311
$4K ﹤0.01%
+360
4312
$4K ﹤0.01%
243
-306
4313
$4K ﹤0.01%
+118
4314
$4K ﹤0.01%
530
+330
4315
$4K ﹤0.01%
163
-31
4316
$4K ﹤0.01%
2,162
-1,800
4317
$4K ﹤0.01%
493
+217
4318
$4K ﹤0.01%
239
4319
$4K ﹤0.01%
763
+687
4320
$4K ﹤0.01%
575
+98
4321
$4K ﹤0.01%
147
+36
4322
$4K ﹤0.01%
473
+157
4323
$4K ﹤0.01%
1,771
-2,667
4324
$4K ﹤0.01%
568
+319
4325
$4K ﹤0.01%
198
-179
171 172
173
174 175