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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
4726
$1K ﹤0.01%
12
4727
$1K ﹤0.01%
559
-117
4728
$1K ﹤0.01%
73
+6
4729
$1K ﹤0.01%
54
-1,017
4730
$1K ﹤0.01%
141
+17
4731
$1K ﹤0.01%
94
+22
4732
$1K ﹤0.01%
208
+44
4733
$1K ﹤0.01%
90
+42
4734
$1K ﹤0.01%
26
+6
4735
$1K ﹤0.01%
44
+26
4736
$1K ﹤0.01%
65
-1
4737
$1K ﹤0.01%
333
4738
$1K ﹤0.01%
33
-2,237
4739
$1K ﹤0.01%
19
4740
$1K ﹤0.01%
97
-26
4741
$1K ﹤0.01%
80
+43
4742
$1K ﹤0.01%
641
+377
4743
$1K ﹤0.01%
297
-94
4744
$1K ﹤0.01%
93
-28
4745
$1K ﹤0.01%
359
+295
4746
$1K ﹤0.01%
38
-97
4747
$1K ﹤0.01%
52
+12
4748
$1K ﹤0.01%
19
-15
4749
$1K ﹤0.01%
39
4750
$1K ﹤0.01%
100
188 189
190
191 192