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
4601
$2K ﹤0.01%
743
+499
4602
$2K ﹤0.01%
240
+41
4603
$2K ﹤0.01%
877
+454
4604
$2K ﹤0.01%
34
4605
$2K ﹤0.01%
1,350
4606
$2K ﹤0.01%
94
-9
4607
$2K ﹤0.01%
176
+17
4608
$2K ﹤0.01%
525
4609
$2K ﹤0.01%
1,899
+1,889
4610
$2K ﹤0.01%
571
-18,739
4611
$2K ﹤0.01%
514
-516
4612
$2K ﹤0.01%
192
+112
4613
$2K ﹤0.01%
279
+110
4614
$2K ﹤0.01%
161
+67
4615
$2K ﹤0.01%
86
+72
4616
$2K ﹤0.01%
138
+65
4617
$2K ﹤0.01%
1,114
+830
4618
$2K ﹤0.01%
148
4619
$2K ﹤0.01%
47
4620
$2K ﹤0.01%
1,103
+322
4621
$2K ﹤0.01%
83
+11
4622
$2K ﹤0.01%
138
+21
4623
$2K ﹤0.01%
528
+174
4624
$2K ﹤0.01%
+124
4625
$2K ﹤0.01%
271
-830
183 184
185
186 187