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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
4876
– –
-435
4877
– –
-1,354
4878
$0 ﹤0.01%
700
+329
4879
– –
-20,277
4880
– –
-408
4881
– –
-485
4882
– –
0
4883
$0 ﹤0.01%
10
4884
$0 ﹤0.01%
10
4885
– –
-46
4886
– –
-3,527
4887
– –
-63
4888
– –
-2,800
4889
$0 ﹤0.01%
27
4890
– –
-1,400
4891
– –
-41,074
4892
– –
-372
4893
– –
-1,234
4894
– –
0
4895
$0 ﹤0.01%
95
+1
4896
– –
-400
4897
$0 ﹤0.01%
+17
4898
$0 ﹤0.01%
2
4899
– –
-1
4900
$0 ﹤0.01%
45
+20
194 195
196
197 198