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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
4751
$1K ﹤0.01%
69
+13
4752
$1K ﹤0.01%
1,010
-2,193
4753
$1K ﹤0.01%
67
+2
4754
$1K ﹤0.01%
128
-36
4755
$1K ﹤0.01%
150
+123
4756
$1K ﹤0.01%
395
+79
4757
$1K ﹤0.01%
+20
4758
$1K ﹤0.01%
36
4759
$1K ﹤0.01%
45
4760
$1K ﹤0.01%
75
4761
$1K ﹤0.01%
+15
4762
$1K ﹤0.01%
+71
4763
$1K ﹤0.01%
208
+76
4764
$1K ﹤0.01%
18
4765
$1K ﹤0.01%
207
+113
4766
$1K ﹤0.01%
9
4767
$1K ﹤0.01%
73
-1,246
4768
$1K ﹤0.01%
146
+82
4769
$1K ﹤0.01%
182
-50
4770
$1K ﹤0.01%
23
4771
$1K ﹤0.01%
47
-5
4772
$1K ﹤0.01%
316
+275
4773
$1K ﹤0.01%
250
-1,369
4774
$1K ﹤0.01%
136
+31
4775
$1K ﹤0.01%
+30
189 190
191
192 193