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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
4076
$3K ﹤0.01%
486
+467
4077
$3K ﹤0.01%
143
-169
4078
$3K ﹤0.01%
64
+9
4079
$3K ﹤0.01%
212
+9
4080
$3K ﹤0.01%
235
-607
4081
$3K ﹤0.01%
520
-201
4082
$3K ﹤0.01%
293
+31
4083
$3K ﹤0.01%
+70
4084
$3K ﹤0.01%
97
+53
4085
$3K ﹤0.01%
313
-860
4086
$3K ﹤0.01%
220
+216
4087
$3K ﹤0.01%
+142
4088
$3K ﹤0.01%
+290
4089
$3K ﹤0.01%
30
4090
$3K ﹤0.01%
1,094
+1,086
4091
$3K ﹤0.01%
78
+74
4092
$3K ﹤0.01%
68
+28
4093
$3K ﹤0.01%
1,747
+575
4094
$3K ﹤0.01%
122
+25
4095
$3K ﹤0.01%
1,588
+310
4096
$3K ﹤0.01%
191
4097
$3K ﹤0.01%
202
+9
4098
$3K ﹤0.01%
465
+182
4099
$3K ﹤0.01%
26
+19
4100
$3K ﹤0.01%
36
+7
162 163
164
165 166