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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
$21.2B
AUM Growth
+$647M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,103
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$99.5M
3
+$61.5M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$52.4M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$49.4M

Top Sells

1
+$209M
2
+$107M
3
+$97.2M
4
IXC icon
iShares Global Energy ETF
IXC
+$71.6M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$60.4M

Sector Composition

1 Technology 8.19%
2 Financials 3.63%
3 Healthcare 3.3%
4 Communication Services 2.79%
5 Consumer Discretionary 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3151
$19K ﹤0.01%
849
+433
3152
$19K ﹤0.01%
1,207
+1,183
3153
$19K ﹤0.01%
806
3154
$19K ﹤0.01%
1,075
+221
3155
$19K ﹤0.01%
383
+108
3156
$19K ﹤0.01%
+463
3157
$19K ﹤0.01%
434
3158
$18K ﹤0.01%
614
+100
3159
$18K ﹤0.01%
805
+713
3160
$18K ﹤0.01%
15
3161
$18K ﹤0.01%
792
-314
3162
$18K ﹤0.01%
1,262
+54
3163
$18K ﹤0.01%
1,736
+1,597
3164
$18K ﹤0.01%
1,152
-297
3165
$18K ﹤0.01%
1,400
+53
3166
$18K ﹤0.01%
53
-29
3167
$18K ﹤0.01%
2,769
-745
3168
$18K ﹤0.01%
300
3169
$18K ﹤0.01%
400
+393
3170
$18K ﹤0.01%
+2,826
3171
$18K ﹤0.01%
1,298
+625
3172
$18K ﹤0.01%
1,738
+1,229
3173
$18K ﹤0.01%
238
+171
3174
$18K ﹤0.01%
171
-1
3175
$18K ﹤0.01%
570
-1,263
125 126
127
128 129