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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
4801
$1K ﹤0.01%
57
+11
4802
$1K ﹤0.01%
+46
4803
$1K ﹤0.01%
375
+141
4804
$1K ﹤0.01%
99
4805
$1K ﹤0.01%
201
4806
$1K ﹤0.01%
659
4807
$1K ﹤0.01%
61
-1,008
4808
$1K ﹤0.01%
323
4809
$1K ﹤0.01%
49
-9
4810
$1K ﹤0.01%
79
-544
4811
$1K ﹤0.01%
135
+118
4812
$1K ﹤0.01%
282
+260
4813
$1K ﹤0.01%
304
+105
4814
$1K ﹤0.01%
108
4815
$1K ﹤0.01%
1,478
+1,379
4816
$1K ﹤0.01%
189
+118
4817
$1K ﹤0.01%
15
+7
4818
$1K ﹤0.01%
129
+102
4819
$1K ﹤0.01%
4
4820
$1K ﹤0.01%
+34
4821
$1K ﹤0.01%
10
4822
$1K ﹤0.01%
136
+59
4823
$1K ﹤0.01%
46
4824
$1K ﹤0.01%
249
+43
4825
$1K ﹤0.01%
1,758
-528
191 192
193
194 195