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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
4676
$1K ﹤0.01%
147
+119
4677
$1K ﹤0.01%
176
-77
4678
$1K ﹤0.01%
48
4679
$1K ﹤0.01%
64
-53
4680
$1K ﹤0.01%
71
+49
4681
$1K ﹤0.01%
50
4682
$1K ﹤0.01%
333
+102
4683
$1K ﹤0.01%
+14
4684
$1K ﹤0.01%
85
-1,526
4685
$1K ﹤0.01%
+32
4686
$1K ﹤0.01%
21
+8
4687
$1K ﹤0.01%
24
+10
4688
$1K ﹤0.01%
58
-13
4689
$1K ﹤0.01%
148
4690
$1K ﹤0.01%
162
-18
4691
$1K ﹤0.01%
159
-759
4692
$1K ﹤0.01%
25
-592
4693
$1K ﹤0.01%
68
-7
4694
$1K ﹤0.01%
79
-51
4695
$1K ﹤0.01%
129
+40
4696
$1K ﹤0.01%
318
+239
4697
$1K ﹤0.01%
95
-13
4698
$1K ﹤0.01%
320
+128
4699
$1K ﹤0.01%
33
+8
4700
$1K ﹤0.01%
229
+174
186 187
188
189 190