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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
4476
$3K ﹤0.01%
472
+276
4477
$3K ﹤0.01%
149
+58
4478
$3K ﹤0.01%
384
-5
4479
$3K ﹤0.01%
681
+667
4480
$3K ﹤0.01%
+47
4481
$3K ﹤0.01%
906
-53
4482
$3K ﹤0.01%
+173
4483
$2K ﹤0.01%
272
-14
4484
$2K ﹤0.01%
110
+15
4485
$2K ﹤0.01%
+24
4486
$2K ﹤0.01%
128
+11
4487
$2K ﹤0.01%
58
+44
4488
$2K ﹤0.01%
70
-351
4489
$2K ﹤0.01%
25
4490
$2K ﹤0.01%
301
+123
4491
$2K ﹤0.01%
+265
4492
$2K ﹤0.01%
+95
4493
$2K ﹤0.01%
531
-87
4494
$2K ﹤0.01%
263
+159
4495
$2K ﹤0.01%
700
4496
$2K ﹤0.01%
179
-94
4497
$2K ﹤0.01%
1,393
+1,348
4498
$2K ﹤0.01%
503
+155
4499
$2K ﹤0.01%
503
+123
4500
$2K ﹤0.01%
149
-4
178 179
180
181 182