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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
4826
$1K ﹤0.01%
105
-65
4827
$1K ﹤0.01%
50
+2
4828
$1K ﹤0.01%
10
+3
4829
$1K ﹤0.01%
+84
4830
$1K ﹤0.01%
1,131
+1,031
4831
$1K ﹤0.01%
109
+52
4832
$1K ﹤0.01%
107
+92
4833
$1K ﹤0.01%
64
-86
4834
$1K ﹤0.01%
28
4835
$1K ﹤0.01%
88
-137
4836
$1K ﹤0.01%
80
+38
4837
$1K ﹤0.01%
104
+75
4838
$1K ﹤0.01%
25
+4
4839
$1K ﹤0.01%
25
+14
4840
$1K ﹤0.01%
185
4841
$1K ﹤0.01%
+2,000
4842
$1K ﹤0.01%
+56
4843
$1K ﹤0.01%
36
4844
$1K ﹤0.01%
252
-240
4845
$1K ﹤0.01%
1,000
4846
$1K ﹤0.01%
258
+78
4847
$1K ﹤0.01%
+103
4848
$1K ﹤0.01%
63
+16
4849
$1K ﹤0.01%
100
4850
$1K ﹤0.01%
+67
192 193
194
195 196