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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
4051
$3K ﹤0.01%
117
+105
4052
$3K ﹤0.01%
+63
4053
$3K ﹤0.01%
116
+38
4054
$3K ﹤0.01%
702
+501
4055
$3K ﹤0.01%
158
+98
4056
$3K ﹤0.01%
78
+34
4057
$3K ﹤0.01%
102
4058
$3K ﹤0.01%
9
+2
4059
$3K ﹤0.01%
288
+37
4060
$3K ﹤0.01%
74
4061
$3K ﹤0.01%
+1,869
4062
$3K ﹤0.01%
60
+30
4063
$3K ﹤0.01%
738
+695
4064
$3K ﹤0.01%
91
4065
$3K ﹤0.01%
5
+3
4066
$3K ﹤0.01%
450
4067
$3K ﹤0.01%
29
-87
4068
$3K ﹤0.01%
84
-39
4069
$3K ﹤0.01%
+130
4070
$3K ﹤0.01%
141
+1
4071
$3K ﹤0.01%
100
4072
$3K ﹤0.01%
86
+50
4073
$3K ﹤0.01%
206
+115
4074
$3K ﹤0.01%
613
-221
4075
$3K ﹤0.01%
500
161 162
163
164 165