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
4426
$3K ﹤0.01%
621
-421
4427
$3K ﹤0.01%
156
4428
$3K ﹤0.01%
1,099
+853
4429
$3K ﹤0.01%
154
+58
4430
$3K ﹤0.01%
89
4431
$3K ﹤0.01%
87
-1,442
4432
$3K ﹤0.01%
231
+171
4433
$3K ﹤0.01%
177
-13
4434
$3K ﹤0.01%
425
-332
4435
$3K ﹤0.01%
240
-129
4436
$3K ﹤0.01%
+67
4437
$3K ﹤0.01%
94
-249
4438
$3K ﹤0.01%
368
-50
4439
$3K ﹤0.01%
67
4440
$3K ﹤0.01%
480
+194
4441
$3K ﹤0.01%
56
+29
4442
$3K ﹤0.01%
362
-1,257
4443
$3K ﹤0.01%
89
+25
4444
$3K ﹤0.01%
328
+164
4445
$3K ﹤0.01%
200
4446
$3K ﹤0.01%
500
4447
$3K ﹤0.01%
62
+28
4448
$3K ﹤0.01%
81
+3
4449
$3K ﹤0.01%
61
+21
4450
$3K ﹤0.01%
+60
176 177
178
179 180