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
4526
$2K ﹤0.01%
71
+46
4527
$2K ﹤0.01%
94
4528
$2K ﹤0.01%
764
+738
4529
$2K ﹤0.01%
90
+22
4530
$2K ﹤0.01%
62
-74
4531
$2K ﹤0.01%
1,783
4532
$2K ﹤0.01%
238
-99
4533
$2K ﹤0.01%
161
+22
4534
$2K ﹤0.01%
273
4535
$2K ﹤0.01%
47
+35
4536
$2K ﹤0.01%
50
-2
4537
$2K ﹤0.01%
206
+171
4538
$2K ﹤0.01%
86
4539
$2K ﹤0.01%
+75
4540
$2K ﹤0.01%
129
-142
4541
$2K ﹤0.01%
48
4542
$2K ﹤0.01%
229
+46
4543
$2K ﹤0.01%
130
+37
4544
$2K ﹤0.01%
132
+91
4545
$2K ﹤0.01%
148
+3
4546
$2K ﹤0.01%
316
-627
4547
$2K ﹤0.01%
165
+59
4548
$2K ﹤0.01%
626
+7
4549
$2K ﹤0.01%
193
4550
$2K ﹤0.01%
257
+128
180 181
182
183 184