We are live on ! Find out more
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
5151
$0 ﹤0.01%
10
5152
– –
-200
5153
$0 ﹤0.01%
188
-182
5154
$0 ﹤0.01%
17
5155
$0 ﹤0.01%
52
-1,140
5156
$0 ﹤0.01%
8
-48
5157
$0 ﹤0.01%
157
-10
5158
– –
-10
5159
– –
-95
5160
– –
0
5161
$0 ﹤0.01%
5
-5
5162
$0 ﹤0.01%
160
5163
– –
-97
5164
$0 ﹤0.01%
67
5165
$0 ﹤0.01%
229
+61
5166
$0 ﹤0.01%
13
-912
5167
$0 ﹤0.01%
60
-3
5168
– –
-2,156
5169
– –
-1
5170
$0 ﹤0.01%
41
-5
5171
$0 ﹤0.01%
20
-4
5172
$0 ﹤0.01%
84
-161
5173
$0 ﹤0.01%
1
5174
$0 ﹤0.01%
13
-1
5175
$0 ﹤0.01%
20
-5
205 206
207
208 209