We are live on ! Find out more
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
4776
$1K ﹤0.01%
38
+1
4777
$1K ﹤0.01%
70
+12
4778
$1K ﹤0.01%
31
4779
$1K ﹤0.01%
26
4780
$1K ﹤0.01%
390
4781
$1K ﹤0.01%
289
-3
4782
$1K ﹤0.01%
183
+126
4783
$1K ﹤0.01%
22
+12
4784
$1K ﹤0.01%
180
-20
4785
$1K ﹤0.01%
268
-98
4786
$1K ﹤0.01%
23
-701
4787
$1K ﹤0.01%
133
-11
4788
$1K ﹤0.01%
179
-40
4789
$1K ﹤0.01%
40
4790
$1K ﹤0.01%
60
4791
$1K ﹤0.01%
70
4792
$1K ﹤0.01%
356
-90
4793
$1K ﹤0.01%
96
-145
4794
$1K ﹤0.01%
83
+47
4795
$1K ﹤0.01%
32
4796
$1K ﹤0.01%
79
-68
4797
$1K ﹤0.01%
12
4798
$1K ﹤0.01%
267
-482
4799
$1K ﹤0.01%
116
+60
4800
$1K ﹤0.01%
+28
190 191
192
193 194