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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
4851
$1K ﹤0.01%
1,325
4852
$1K ﹤0.01%
815
-100
4853
$1K ﹤0.01%
100
4854
$1K ﹤0.01%
122
+78
4855
$1K ﹤0.01%
1,540
+830
4856
$1K ﹤0.01%
135
-3,670
4857
$1K ﹤0.01%
44
+16
4858
$1K ﹤0.01%
100
4859
$1K ﹤0.01%
+20
4860
$1K ﹤0.01%
14
-142
4861
$1K ﹤0.01%
82
-73
4862
$1K ﹤0.01%
80
4863
$1K ﹤0.01%
850
-270
4864
$1K ﹤0.01%
125
+104
4865
$1K ﹤0.01%
60
+7
4866
$1K ﹤0.01%
19
4867
– –
-132
4868
– –
-21,610
4869
– –
-88
4870
– –
-150
4871
$0 ﹤0.01%
310
4872
– –
-5
4873
– –
-20,142
4874
$0 ﹤0.01%
31
4875
– –
-14
193 194
195
196 197