Carson Wealth (CWM LLC)
SECT icon

Carson Wealth (CWM LLC)’s Main Sector Rotation ETF SECT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SECT Stock Details SECT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.03M Buy
116,491
+20,007
+21% +$1.27M 0.02% 680
2025
Q4 		$6.23M Buy
96,484
+4,333
+5% +$276K 0.02% 697
2025
Q3 		$5.81M Sell
92,151
-10,847
-11% -$651K 0.02% 654
2025
Q2 		$5.98M Sell
102,998
-3,505
-3% -$185K 0.02% 532
2025
Q1 		$5.44M Buy
106,503
+765
+0.7% +$42K 0.02% 507
2024
Q4 		$5.81M Sell
105,738
-10,756
-9% -$596K 0.02% 441
2024
Q3 		$6.26M Buy
116,494
+79,228
+213% +$4.11M 0.03% 401
2024
Q2 		$1.9M Sell
37,266
-1,370
-4% -$68.3K 0.01% 663
2024
Q1 		$1.95M Buy
38,636
+32,687
+549% +$1.57M 0.01% 625
2023
Q4 		$277K Buy
+5,949
New +$260K ﹤0.01% 1283
2023
Q3 		– Sell
-10
Closed – – 4500
2023
Q2 		$0 Sell
10
-69
-87% -$2.84K ﹤0.01% 4435
2023
Q1 		$3K Buy
+79
New +$3.2K ﹤0.01% 3562

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PFM
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CW
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GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return