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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
3901
$5K ﹤0.01%
155
+52
3902
$5K ﹤0.01%
157
+137
3903
$5K ﹤0.01%
+163
3904
$5K ﹤0.01%
+163
3905
$5K ﹤0.01%
+190
3906
$5K ﹤0.01%
+180
3907
$5K ﹤0.01%
904
+650
3908
$5K ﹤0.01%
247
3909
$5K ﹤0.01%
294
+282
3910
$5K ﹤0.01%
135
+13
3911
$5K ﹤0.01%
180
-135
3912
$5K ﹤0.01%
583
+356
3913
$5K ﹤0.01%
579
-330
3914
$5K ﹤0.01%
1,448
+897
3915
$5K ﹤0.01%
+124
3916
$5K ﹤0.01%
+412
3917
$5K ﹤0.01%
131
+86
3918
$5K ﹤0.01%
426
+126
3919
$5K ﹤0.01%
68
+22
3920
$5K ﹤0.01%
+112
3921
$4K ﹤0.01%
352
+349
3922
$4K ﹤0.01%
101
+2
3923
$4K ﹤0.01%
262
-112
3924
$4K ﹤0.01%
+78
3925
$4K ﹤0.01%
+116
155 156
157
158 159