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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
3426
$12K ﹤0.01%
447
+9
3427
$12K ﹤0.01%
174
-222
3428
$12K ﹤0.01%
10,619
+9,676
3429
$12K ﹤0.01%
500
3430
$12K ﹤0.01%
219
+8
3431
$12K ﹤0.01%
10,490
+2,456
3432
$12K ﹤0.01%
1,112
-745
3433
$12K ﹤0.01%
4,500
3434
$12K ﹤0.01%
1,638
3435
$12K ﹤0.01%
48
-46
3436
$12K ﹤0.01%
1,083
+63
3437
$12K ﹤0.01%
2,891
-695
3438
$12K ﹤0.01%
1,010
+207
3439
$12K ﹤0.01%
392
+312
3440
$12K ﹤0.01%
273
3441
$12K ﹤0.01%
443
3442
$12K ﹤0.01%
1,317
+575
3443
$12K ﹤0.01%
450
3444
$12K ﹤0.01%
446
+45
3445
$12K ﹤0.01%
959
+75
3446
$12K ﹤0.01%
645
-135
3447
$12K ﹤0.01%
882
+590
3448
$12K ﹤0.01%
253
3449
$12K ﹤0.01%
321
+173
3450
$12K ﹤0.01%
707
+73
136 137
138
139 140