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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
3626
$9K ﹤0.01%
1,672
-565
3627
$9K ﹤0.01%
225
+21
3628
$9K ﹤0.01%
556
+517
3629
$9K ﹤0.01%
837
+80
3630
$9K ﹤0.01%
523
+411
3631
$9K ﹤0.01%
1,009
+6
3632
$9K ﹤0.01%
212
+37
3633
$9K ﹤0.01%
446
+430
3634
$9K ﹤0.01%
308
+242
3635
$9K ﹤0.01%
227
+3
3636
$9K ﹤0.01%
363
3637
$9K ﹤0.01%
221
-893
3638
$8K ﹤0.01%
279
3639
$8K ﹤0.01%
1,486
3640
$8K ﹤0.01%
28
-82
3641
$8K ﹤0.01%
4,977
+4,100
3642
$8K ﹤0.01%
347
-971
3643
$8K ﹤0.01%
690
-50
3644
$8K ﹤0.01%
99
+15
3645
$8K ﹤0.01%
2,946
-587
3646
$8K ﹤0.01%
950
+709
3647
$8K ﹤0.01%
46
+20
3648
$8K ﹤0.01%
153
-117
3649
$8K ﹤0.01%
166
+7
3650
$8K ﹤0.01%
166
-159
144 145
146
147 148