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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
4101
$3K ﹤0.01%
+202
4102
$3K ﹤0.01%
29
+15
4103
$3K ﹤0.01%
106
+105
4104
$3K ﹤0.01%
1,723
+708
4105
$3K ﹤0.01%
88
+69
4106
$3K ﹤0.01%
89
4107
$3K ﹤0.01%
433
+174
4108
$3K ﹤0.01%
198
+121
4109
$3K ﹤0.01%
+80
4110
$3K ﹤0.01%
54
+40
4111
$3K ﹤0.01%
103
-50
4112
$3K ﹤0.01%
1,058
+964
4113
$3K ﹤0.01%
249
+100
4114
$3K ﹤0.01%
31
4115
$3K ﹤0.01%
400
+365
4116
$3K ﹤0.01%
56
4117
$3K ﹤0.01%
124
+91
4118
$3K ﹤0.01%
148
+4
4119
$3K ﹤0.01%
145
+68
4120
$3K ﹤0.01%
402
+35
4121
$3K ﹤0.01%
106
+105
4122
$3K ﹤0.01%
200
4123
$3K ﹤0.01%
79
+19
4124
$3K ﹤0.01%
500
4125
$3K ﹤0.01%
333
163 164
165
166 167