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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
3451
$12K ﹤0.01%
156
+69
3452
$12K ﹤0.01%
1,468
-698
3453
$12K ﹤0.01%
160
+71
3454
$12K ﹤0.01%
384
+377
3455
$12K ﹤0.01%
784
+578
3456
$12K ﹤0.01%
404
-22
3457
$12K ﹤0.01%
394
-2
3458
$12K ﹤0.01%
242
+9
3459
$11K ﹤0.01%
173
+96
3460
$11K ﹤0.01%
209
3461
$11K ﹤0.01%
500
3462
$11K ﹤0.01%
386
-199
3463
$11K ﹤0.01%
329
-87
3464
$11K ﹤0.01%
4,516
+265
3465
$11K ﹤0.01%
1,631
-60
3466
$11K ﹤0.01%
320
+166
3467
$11K ﹤0.01%
377
-768
3468
$11K ﹤0.01%
435
+149
3469
$11K ﹤0.01%
848
-1,349
3470
$11K ﹤0.01%
110
+10
3471
$11K ﹤0.01%
568
+97
3472
$11K ﹤0.01%
830
-264
3473
$11K ﹤0.01%
297
+284
3474
$11K ﹤0.01%
200
3475
$11K ﹤0.01%
289
+144
137 138
139
140 141