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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
4451
$3K ﹤0.01%
137
-38
4452
$3K ﹤0.01%
31
+15
4453
$3K ﹤0.01%
98
4454
$3K ﹤0.01%
108
+74
4455
$3K ﹤0.01%
35
4456
$3K ﹤0.01%
244
+27
4457
$3K ﹤0.01%
41
4458
$3K ﹤0.01%
1,346
+412
4459
$3K ﹤0.01%
193
+121
4460
$3K ﹤0.01%
107
+13
4461
$3K ﹤0.01%
111
+16
4462
$3K ﹤0.01%
1,397
+1,112
4463
$3K ﹤0.01%
+54
4464
$3K ﹤0.01%
43
+23
4465
$3K ﹤0.01%
180
4466
$3K ﹤0.01%
+1,250
4467
$3K ﹤0.01%
+100
4468
$3K ﹤0.01%
+135
4469
$3K ﹤0.01%
92
+31
4470
$3K ﹤0.01%
309
+203
4471
$3K ﹤0.01%
85
4472
$3K ﹤0.01%
+1,734
4473
$3K ﹤0.01%
193
4474
$3K ﹤0.01%
1,116
-1,139
4475
$3K ﹤0.01%
518
+434
177 178
179
180 181