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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
4626
$2K ﹤0.01%
36
-2
4627
$2K ﹤0.01%
46
-53
4628
$2K ﹤0.01%
171
+28
4629
$2K ﹤0.01%
182
+37
4630
$2K ﹤0.01%
141
-43
4631
$2K ﹤0.01%
1,798
+1,139
4632
$2K ﹤0.01%
469
4633
$2K ﹤0.01%
52
-149
4634
$2K ﹤0.01%
256
4635
$2K ﹤0.01%
143
-3
4636
$2K ﹤0.01%
+85
4637
$1K ﹤0.01%
208
-50
4638
$1K ﹤0.01%
333
+65
4639
$1K ﹤0.01%
14
4640
$1K ﹤0.01%
496
+110
4641
$1K ﹤0.01%
89
-1
4642
$1K ﹤0.01%
234
+84
4643
$1K ﹤0.01%
525
+185
4644
$1K ﹤0.01%
80
+64
4645
$1K ﹤0.01%
68
+15
4646
$1K ﹤0.01%
484
+184
4647
$1K ﹤0.01%
80
-630
4648
$1K ﹤0.01%
78
4649
$1K ﹤0.01%
53
4650
$1K ﹤0.01%
7
+5
184 185
186
187 188