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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
5001
– –
-3,855
5002
– –
-3,670
5003
– –
-544
5004
– –
-6,477
5005
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-426,986
5006
– –
-2,407
5007
– –
-242
5008
– –
-50
5009
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-697
5010
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-200
5011
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-2,438
5012
– –
-384
5013
– –
-2,060
5014
– –
-683
5015
– –
-29
5016
– –
-11
5017
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-3,310
5018
– –
-497
5019
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-703
5020
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-152
5021
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-1,127
5022
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-1,346
5023
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-60
5024
– –
-3,253
5025
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-2,485
199 200
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202 203