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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
4551
$2K ﹤0.01%
58
-77
4552
$2K ﹤0.01%
75
+16
4553
$2K ﹤0.01%
198
-80
4554
$2K ﹤0.01%
242
4555
$2K ﹤0.01%
171
+16
4556
$2K ﹤0.01%
133
-557
4557
$2K ﹤0.01%
650
-8,605
4558
$2K ﹤0.01%
117
+83
4559
$2K ﹤0.01%
483
4560
$2K ﹤0.01%
84
+40
4561
$2K ﹤0.01%
1,429
-9,563
4562
$2K ﹤0.01%
46
4563
$2K ﹤0.01%
311
4564
$2K ﹤0.01%
55
4565
$2K ﹤0.01%
91
-16
4566
$2K ﹤0.01%
36
4567
$2K ﹤0.01%
56
4568
$2K ﹤0.01%
286
-68
4569
$2K ﹤0.01%
34
-725
4570
$2K ﹤0.01%
85
+15
4571
$2K ﹤0.01%
125
+48
4572
$2K ﹤0.01%
936
+299
4573
$2K ﹤0.01%
500
4574
$2K ﹤0.01%
146
+43
4575
$2K ﹤0.01%
1,961
+200
181 182
183
184 185