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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
5201
$0 ﹤0.01%
5
-16
5202
$0 ﹤0.01%
5
-36
5203
$0 ﹤0.01%
193
+73
5204
– –
-100
5205
– –
-22
5206
$0 ﹤0.01%
7
-3
5207
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-1,018
5208
$0 ﹤0.01%
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5209
– –
0
5210
$0 ﹤0.01%
23
+6
5211
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5212
$0 ﹤0.01%
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-225
5213
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-11
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$0 ﹤0.01%
1
-26,500
5215
– –
-600
5216
– –
-1,256
5217
– –
-119
5218
$0 ﹤0.01%
1
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5219
$0 ﹤0.01%
30
5220
– –
-100
5221
$0 ﹤0.01%
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-31
5222
$0 ﹤0.01%
51
5223
$0 ﹤0.01%
24
-59,096
5224
$0 ﹤0.01%
6
5225
$0 ﹤0.01%
500
207 208
209
210 211