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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
3576
$9K ﹤0.01%
1,308
-637
3577
$9K ﹤0.01%
906
-2,470
3578
$9K ﹤0.01%
324
+201
3579
$9K ﹤0.01%
454
+424
3580
$9K ﹤0.01%
416
3581
$9K ﹤0.01%
+230
3582
$9K ﹤0.01%
789
+385
3583
$9K ﹤0.01%
497
-78
3584
$9K ﹤0.01%
+174
3585
$9K ﹤0.01%
370
+190
3586
$9K ﹤0.01%
+308
3587
$9K ﹤0.01%
359
+325
3588
$9K ﹤0.01%
829
+814
3589
$9K ﹤0.01%
543
-873
3590
$9K ﹤0.01%
322
3591
$9K ﹤0.01%
2,717
-129
3592
$9K ﹤0.01%
200
-338
3593
$9K ﹤0.01%
136
-4
3594
$9K ﹤0.01%
1,000
3595
$9K ﹤0.01%
284
3596
$9K ﹤0.01%
300
3597
$9K ﹤0.01%
1,200
3598
$9K ﹤0.01%
119
3599
$9K ﹤0.01%
1,012
+287
3600
$9K ﹤0.01%
498
+223
142 143
144
145 146