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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
3601
$9K ﹤0.01%
3,958
-2,174
3602
$9K ﹤0.01%
1,270
-268
3603
$9K ﹤0.01%
533
+8
3604
$9K ﹤0.01%
611
-1,558
3605
$9K ﹤0.01%
+813
3606
$9K ﹤0.01%
151
+146
3607
$9K ﹤0.01%
+2,138
3608
$9K ﹤0.01%
552
+539
3609
$9K ﹤0.01%
189
+35
3610
$9K ﹤0.01%
1,994
+1,095
3611
$9K ﹤0.01%
231
+71
3612
$9K ﹤0.01%
849
+433
3613
$9K ﹤0.01%
206
+117
3614
$9K ﹤0.01%
242
+73
3615
$9K ﹤0.01%
297
3616
$9K ﹤0.01%
239
+69
3617
$9K ﹤0.01%
63
3618
$9K ﹤0.01%
697
-300
3619
$9K ﹤0.01%
604
+45
3620
$9K ﹤0.01%
500
-10
3621
$9K ﹤0.01%
169
+8
3622
$9K ﹤0.01%
250
3623
$9K ﹤0.01%
19,316
3624
$9K ﹤0.01%
531
-1
3625
$9K ﹤0.01%
1,069
+322
143 144
145
146 147