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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
4326
$4K ﹤0.01%
1,674
4327
$4K ﹤0.01%
532
+193
4328
$4K ﹤0.01%
147
4329
$4K ﹤0.01%
32
4330
$4K ﹤0.01%
489
+70
4331
$4K ﹤0.01%
612
+120
4332
$4K ﹤0.01%
555
+173
4333
$4K ﹤0.01%
354
4334
$4K ﹤0.01%
349
+187
4335
$4K ﹤0.01%
+1,560
4336
$4K ﹤0.01%
422
4337
$4K ﹤0.01%
1,736
+392
4338
$4K ﹤0.01%
2,337
-6,565
4339
$4K ﹤0.01%
+225
4340
$4K ﹤0.01%
2,001
+1,880
4341
$4K ﹤0.01%
51
4342
$4K ﹤0.01%
376
-71
4343
$4K ﹤0.01%
222
4344
$4K ﹤0.01%
313
+116
4345
$4K ﹤0.01%
151
4346
$4K ﹤0.01%
1,232
+1,020
4347
$4K ﹤0.01%
+65
4348
$4K ﹤0.01%
+234
4349
$4K ﹤0.01%
2,518
-31
4350
$4K ﹤0.01%
358
172 173
174
175 176