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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
4976
$0 ﹤0.01%
+45
4977
– –
-6
4978
– –
-4,391
4979
$0 ﹤0.01%
+3
4980
$0 ﹤0.01%
+11
4981
– –
-7
4982
$0 ﹤0.01%
42
4983
$0 ﹤0.01%
+1
4984
$0 ﹤0.01%
22
+2
4985
– –
-81
4986
$0 ﹤0.01%
1
4987
$0 ﹤0.01%
12
4988
– –
-18
4989
– –
-44
4990
$0 ﹤0.01%
69
-25
4991
$0 ﹤0.01%
25
4992
– –
-20
4993
$0 ﹤0.01%
7
4994
$0 ﹤0.01%
36
+23
4995
– –
-127,765
4996
– –
-6,621
4997
– –
-5,820
4998
– –
-200
4999
– –
-3,358
5000
– –
-441,953
198 199
200
201 202