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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
4651
$1K ﹤0.01%
92
-118
4652
$1K ﹤0.01%
+12
4653
$1K ﹤0.01%
52
+3
4654
$1K ﹤0.01%
+100
4655
$1K ﹤0.01%
+23
4656
$1K ﹤0.01%
243
-581
4657
$1K ﹤0.01%
10
+8
4658
$1K ﹤0.01%
810
+250
4659
$1K ﹤0.01%
29
-17
4660
$1K ﹤0.01%
47
+5
4661
$1K ﹤0.01%
23
+8
4662
$1K ﹤0.01%
56
+26
4663
$1K ﹤0.01%
131
+47
4664
$1K ﹤0.01%
29
-10
4665
$1K ﹤0.01%
533
+504
4666
$1K ﹤0.01%
409
-11
4667
$1K ﹤0.01%
20
4668
$1K ﹤0.01%
337
4669
$1K ﹤0.01%
114
+90
4670
$1K ﹤0.01%
49
-34
4671
$1K ﹤0.01%
92
-654
4672
$1K ﹤0.01%
164
-964
4673
$1K ﹤0.01%
502
+473
4674
$1K ﹤0.01%
+57
4675
$1K ﹤0.01%
506
-832
185 186
187
188 189