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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
4126
$3K ﹤0.01%
481
+318
4127
$3K ﹤0.01%
1,269
+597
4128
$3K ﹤0.01%
383
-589
4129
$3K ﹤0.01%
35
4130
$3K ﹤0.01%
147
-1
4131
$3K ﹤0.01%
221
-151
4132
$3K ﹤0.01%
835
+828
4133
$3K ﹤0.01%
875
+139
4134
$3K ﹤0.01%
276
-10
4135
$3K ﹤0.01%
218
+154
4136
$3K ﹤0.01%
91
+90
4137
$3K ﹤0.01%
160
-56
4138
$3K ﹤0.01%
377
4139
$3K ﹤0.01%
153
4140
$3K ﹤0.01%
1,500
4141
$3K ﹤0.01%
116
4142
$2K ﹤0.01%
217
+214
4143
$2K ﹤0.01%
108
+93
4144
$2K ﹤0.01%
50
4145
$2K ﹤0.01%
80
+79
4146
$2K ﹤0.01%
56
+41
4147
$2K ﹤0.01%
310
4148
$2K ﹤0.01%
232
4149
$2K ﹤0.01%
141
+4
4150
$2K ﹤0.01%
119
+50
164 165
166
167 168