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
4576
$2K ﹤0.01%
124
-34
4577
$2K ﹤0.01%
1,550
+943
4578
$2K ﹤0.01%
1,086
+894
4579
$2K ﹤0.01%
+100
4580
$2K ﹤0.01%
113
+45
4581
$2K ﹤0.01%
227
+133
4582
$2K ﹤0.01%
200
4583
$2K ﹤0.01%
132
-73
4584
$2K ﹤0.01%
303
4585
$2K ﹤0.01%
1,000
4586
$2K ﹤0.01%
74
+36
4587
$2K ﹤0.01%
36
+1
4588
$2K ﹤0.01%
151
-73
4589
$2K ﹤0.01%
796
-3,868
4590
$2K ﹤0.01%
276
+232
4591
$2K ﹤0.01%
162
+106
4592
$2K ﹤0.01%
198
+19
4593
$2K ﹤0.01%
112
4594
$2K ﹤0.01%
189
+16
4595
$2K ﹤0.01%
128
+22
4596
$2K ﹤0.01%
101
+17
4597
$2K ﹤0.01%
81
-192
4598
$2K ﹤0.01%
188
+144
4599
$2K ﹤0.01%
2,403
-4,975
4600
$2K ﹤0.01%
33
-24
182 183
184
185 186