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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
4901
$0 ﹤0.01%
136
-4,611
4902
$0 ﹤0.01%
1
4903
– –
-1
4904
$0 ﹤0.01%
19
-2
4905
$0 ﹤0.01%
+1
4906
– –
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4907
$0 ﹤0.01%
5
4908
– –
-1,000
4909
$0 ﹤0.01%
+100
4910
$0 ﹤0.01%
5,124
4911
– –
-183
4912
$0 ﹤0.01%
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4913
$0 ﹤0.01%
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-463
4914
$0 ﹤0.01%
86
-1
4915
$0 ﹤0.01%
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-946
4916
$0 ﹤0.01%
6
-14
4917
– –
-2,200
4918
$0 ﹤0.01%
44
-11
4919
$0 ﹤0.01%
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4920
$0 ﹤0.01%
9
-1,777
4921
– –
0
4922
$0 ﹤0.01%
8
4923
$0 ﹤0.01%
16
+9
4924
$0 ﹤0.01%
135
-1
4925
$0 ﹤0.01%
1
-10,266
195 196
197
198 199