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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
5101
– –
-367
5102
$0 ﹤0.01%
48
-1,047
5103
$0 ﹤0.01%
7
-31
5104
– –
-7
5105
– –
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5106
$0 ﹤0.01%
7
+6
5107
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5108
– –
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5109
$0 ﹤0.01%
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5110
$0 ﹤0.01%
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+11
5111
$0 ﹤0.01%
32
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5112
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-51
5113
$0 ﹤0.01%
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5114
$0 ﹤0.01%
26
+5
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$0 ﹤0.01%
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5116
$0 ﹤0.01%
11
-6
5117
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393
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$0 ﹤0.01%
468
+293
5119
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1
5120
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11
5121
– –
-200
5122
$0 ﹤0.01%
4
-2
5123
– –
0
5124
– –
-97
5125
$0 ﹤0.01%
246
-98
203 204
205
206 207