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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
3951
$4K ﹤0.01%
+97
3952
$4K ﹤0.01%
227
+217
3953
$4K ﹤0.01%
900
3954
$4K ﹤0.01%
2,507
-1,000
3955
$4K ﹤0.01%
357
+209
3956
$4K ﹤0.01%
+231
3957
$4K ﹤0.01%
271
-598
3958
$4K ﹤0.01%
398
+199
3959
$4K ﹤0.01%
123
3960
$4K ﹤0.01%
+321
3961
$4K ﹤0.01%
239
+98
3962
$4K ﹤0.01%
1,266
+1,240
3963
$4K ﹤0.01%
317
+99
3964
$4K ﹤0.01%
355
+354
3965
$4K ﹤0.01%
112
+10
3966
$4K ﹤0.01%
+465
3967
$4K ﹤0.01%
308
+140
3968
$4K ﹤0.01%
208
+91
3969
$4K ﹤0.01%
1,674
3970
$4K ﹤0.01%
585
3971
$4K ﹤0.01%
148
+143
3972
$4K ﹤0.01%
264
-392
3973
$4K ﹤0.01%
269
-103
3974
$4K ﹤0.01%
+196
3975
$4K ﹤0.01%
48
+35
157 158
159
160 161