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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
3676
$8K ﹤0.01%
197
+90
3677
$8K ﹤0.01%
1,228
+250
3678
$8K ﹤0.01%
137
+2
3679
$8K ﹤0.01%
1,400
+200
3680
$8K ﹤0.01%
508
+318
3681
$8K ﹤0.01%
268
+5
3682
$8K ﹤0.01%
594
+181
3683
$8K ﹤0.01%
2,416
3684
$8K ﹤0.01%
98
-7
3685
$8K ﹤0.01%
233
3686
$8K ﹤0.01%
1,821
-695
3687
$8K ﹤0.01%
+1,439
3688
$8K ﹤0.01%
200
3689
$8K ﹤0.01%
341
3690
$7K ﹤0.01%
356
+269
3691
$7K ﹤0.01%
456
+278
3692
$7K ﹤0.01%
5,111
+3,485
3693
$7K ﹤0.01%
4,070
+3,844
3694
$7K ﹤0.01%
347
+151
3695
$7K ﹤0.01%
4,223
+4,211
3696
$7K ﹤0.01%
1,337
+92
3697
$7K ﹤0.01%
2,435
-2,350
3698
$7K ﹤0.01%
267
+65
3699
$7K ﹤0.01%
+286
3700
$7K ﹤0.01%
520
+399
146 147
148
149 150