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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
4176
$2K ﹤0.01%
43
+40
4177
$2K ﹤0.01%
+22
4178
$2K ﹤0.01%
115
+13
4179
$2K ﹤0.01%
159
+155
4180
$2K ﹤0.01%
245
+149
4181
$2K ﹤0.01%
57
+56
4182
$2K ﹤0.01%
94
-218
4183
$2K ﹤0.01%
58
-123
4184
$2K ﹤0.01%
1,953
+1,667
4185
$2K ﹤0.01%
195
-2
4186
$2K ﹤0.01%
149
+42
4187
$2K ﹤0.01%
+550
4188
$2K ﹤0.01%
113
+100
4189
$2K ﹤0.01%
441
+421
4190
$2K ﹤0.01%
273
4191
$2K ﹤0.01%
50
4192
$2K ﹤0.01%
397
+342
4193
$2K ﹤0.01%
100
4194
$2K ﹤0.01%
83
-1
4195
$2K ﹤0.01%
48
4196
$2K ﹤0.01%
11
-5
4197
$2K ﹤0.01%
138
-487
4198
$2K ﹤0.01%
515
-27
4199
$2K ﹤0.01%
500
4200
$2K ﹤0.01%
786
+472
166 167
168
169 170