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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
4701
$1K ﹤0.01%
14
-4
4702
$1K ﹤0.01%
426
+310
4703
$1K ﹤0.01%
66
4704
$1K ﹤0.01%
34
+8
4705
$1K ﹤0.01%
29
4706
$1K ﹤0.01%
74
+35
4707
$1K ﹤0.01%
+100
4708
$1K ﹤0.01%
+50
4709
$1K ﹤0.01%
+4
4710
$1K ﹤0.01%
+98
4711
$1K ﹤0.01%
123
+82
4712
$1K ﹤0.01%
+45
4713
$1K ﹤0.01%
39
+12
4714
$1K ﹤0.01%
+132
4715
$1K ﹤0.01%
51
-26
4716
$1K ﹤0.01%
485
+1
4717
$1K ﹤0.01%
83
+16
4718
$1K ﹤0.01%
127
+28
4719
$1K ﹤0.01%
567
-639
4720
$1K ﹤0.01%
130
-114
4721
$1K ﹤0.01%
264
+75
4722
$1K ﹤0.01%
107
-112
4723
$1K ﹤0.01%
21
+6
4724
$1K ﹤0.01%
67
+3
4725
$1K ﹤0.01%
52
+18
187 188
189
190 191