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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
3976
$4K ﹤0.01%
52
+33
3977
$4K ﹤0.01%
841
+807
3978
$4K ﹤0.01%
1,927
+643
3979
$4K ﹤0.01%
156
3980
$4K ﹤0.01%
326
-121
3981
$4K ﹤0.01%
392
+219
3982
$4K ﹤0.01%
806
+119
3983
$4K ﹤0.01%
312
+268
3984
$4K ﹤0.01%
34
+12
3985
$4K ﹤0.01%
37
+33
3986
$4K ﹤0.01%
126
-49
3987
$4K ﹤0.01%
221
+8
3988
$4K ﹤0.01%
2,400
3989
$4K ﹤0.01%
207
+173
3990
$4K ﹤0.01%
358
3991
$4K ﹤0.01%
202
+179
3992
$4K ﹤0.01%
290
+30
3993
$4K ﹤0.01%
243
-121
3994
$4K ﹤0.01%
158
3995
$4K ﹤0.01%
2,489
+191
3996
$4K ﹤0.01%
122
+84
3997
$4K ﹤0.01%
529
3998
$4K ﹤0.01%
129
+116
3999
$4K ﹤0.01%
42
-35
4000
$4K ﹤0.01%
67
+1
158 159
160
161 162