Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
+$91.8M
2
+$86M
3
+$45.3M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$41.3M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$38.1M

Top Sells

1
+$110M
2
+$47.7M
3
+$34.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$34.1M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$29M

Sector Composition

1 Technology 8.87%
2 Financials 3.89%
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
4676
$1K ﹤0.01%
409
-11
4677
$1K ﹤0.01%
20
4678
$1K ﹤0.01%
337
4679
$1K ﹤0.01%
114
+90
4680
$1K ﹤0.01%
49
-34
4681
$1K ﹤0.01%
92
-654
4682
$1K ﹤0.01%
164
-964
4683
$1K ﹤0.01%
502
+473
4684
$1K ﹤0.01%
+57
4685
$1K ﹤0.01%
506
-832
4686
$1K ﹤0.01%
147
+119
4687
$1K ﹤0.01%
176
-77
4688
$1K ﹤0.01%
48
4689
$1K ﹤0.01%
64
-53
4690
$1K ﹤0.01%
71
+49
4691
$1K ﹤0.01%
50
4692
$1K ﹤0.01%
333
+102
4693
$1K ﹤0.01%
+14
4694
$1K ﹤0.01%
85
-1,526
4695
$1K ﹤0.01%
+32
4696
$1K ﹤0.01%
21
+8
4697
$1K ﹤0.01%
24
+10
4698
$1K ﹤0.01%
58
-13
4699
$1K ﹤0.01%
148
4700
$1K ﹤0.01%
162
-18
186 187
188
189 190