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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
3501
$11K ﹤0.01%
423
+355
3502
$11K ﹤0.01%
78
3503
$11K ﹤0.01%
239
+60
3504
$11K ﹤0.01%
+2,385
3505
$11K ﹤0.01%
+343
3506
$11K ﹤0.01%
+317
3507
$11K ﹤0.01%
520
3508
$11K ﹤0.01%
1,195
+342
3509
$11K ﹤0.01%
1,715
-91
3510
$11K ﹤0.01%
3,220
3511
$11K ﹤0.01%
591
3512
$10K ﹤0.01%
280
+3
3513
$10K ﹤0.01%
1,243
+1,098
3514
$10K ﹤0.01%
411
+131
3515
$10K ﹤0.01%
93
-14
3516
$10K ﹤0.01%
1,471
+281
3517
$10K ﹤0.01%
234
3518
$10K ﹤0.01%
500
3519
$10K ﹤0.01%
265
+252
3520
$10K ﹤0.01%
556
+23
3521
$10K ﹤0.01%
822
+615
3522
$10K ﹤0.01%
600
3523
$10K ﹤0.01%
+51
3524
$10K ﹤0.01%
2,042
+2,029
3525
$10K ﹤0.01%
416
139 140
141
142 143