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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
4201
$2K ﹤0.01%
850
4202
$2K ﹤0.01%
37
+35
4203
$2K ﹤0.01%
300
4204
$2K ﹤0.01%
578
+394
4205
$2K ﹤0.01%
28
-148
4206
$2K ﹤0.01%
165
+149
4207
$2K ﹤0.01%
630
+80
4208
$2K ﹤0.01%
60
+47
4209
$2K ﹤0.01%
71
4210
$2K ﹤0.01%
93
+91
4211
$2K ﹤0.01%
72
+66
4212
$2K ﹤0.01%
67
+64
4213
$2K ﹤0.01%
120
+22
4214
$2K ﹤0.01%
140
+13
4215
$2K ﹤0.01%
135
4216
$2K ﹤0.01%
+59
4217
$2K ﹤0.01%
+41
4218
$2K ﹤0.01%
619
+543
4219
$2K ﹤0.01%
289
+167
4220
$2K ﹤0.01%
659
-334
4221
$2K ﹤0.01%
+154
4222
$2K ﹤0.01%
46
4223
$2K ﹤0.01%
+82
4224
$2K ﹤0.01%
242
+167
4225
$2K ﹤0.01%
186
+32
167 168
169
170 171