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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
4151
$2K ﹤0.01%
44
-212
4152
$2K ﹤0.01%
115
+32
4153
$2K ﹤0.01%
159
4154
$2K ﹤0.01%
1,022
+211
4155
$2K ﹤0.01%
38
+17
4156
$2K ﹤0.01%
+22
4157
$2K ﹤0.01%
97
4158
$2K ﹤0.01%
32
+21
4159
$2K ﹤0.01%
225
+213
4160
$2K ﹤0.01%
+153
4161
$2K ﹤0.01%
456
+106
4162
$2K ﹤0.01%
739
+539
4163
$2K ﹤0.01%
434
-297
4164
$2K ﹤0.01%
+127
4165
$2K ﹤0.01%
485
-8
4166
$2K ﹤0.01%
177
+56
4167
$2K ﹤0.01%
98
+80
4168
$2K ﹤0.01%
1,307
+297
4169
$2K ﹤0.01%
81
-79
4170
$2K ﹤0.01%
+64
4171
$2K ﹤0.01%
+64
4172
$2K ﹤0.01%
+69
4173
$2K ﹤0.01%
382
+371
4174
$2K ﹤0.01%
675
+176
4175
$2K ﹤0.01%
+284
165 166
167
168 169