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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
4501
$2K ﹤0.01%
208
+43
4502
$2K ﹤0.01%
100
4503
$2K ﹤0.01%
+500
4504
$2K ﹤0.01%
548
+185
4505
$2K ﹤0.01%
65
4506
$2K ﹤0.01%
102
4507
$2K ﹤0.01%
+39
4508
$2K ﹤0.01%
319
-52
4509
$2K ﹤0.01%
44
4510
$2K ﹤0.01%
492
+243
4511
$2K ﹤0.01%
+45
4512
$2K ﹤0.01%
185
+60
4513
$2K ﹤0.01%
115
+31
4514
$2K ﹤0.01%
+35
4515
$2K ﹤0.01%
152
4516
$2K ﹤0.01%
143
+88
4517
$2K ﹤0.01%
+19
4518
$2K ﹤0.01%
120
-550
4519
$2K ﹤0.01%
284
4520
$2K ﹤0.01%
22
4521
$2K ﹤0.01%
409
-285
4522
$2K ﹤0.01%
251
+79
4523
$2K ﹤0.01%
1,716
-7,381
4524
$2K ﹤0.01%
487
+8
4525
$2K ﹤0.01%
+164
179 180
181
182 183