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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
4251
$2K ﹤0.01%
109
+21
4252
$2K ﹤0.01%
+500
4253
$2K ﹤0.01%
181
-24
4254
$2K ﹤0.01%
37
+35
4255
$2K ﹤0.01%
+121
4256
$2K ﹤0.01%
76
-53
4257
$2K ﹤0.01%
78
+62
4258
$2K ﹤0.01%
326
+276
4259
$2K ﹤0.01%
67
+31
4260
$2K ﹤0.01%
97
4261
$2K ﹤0.01%
98
+90
4262
$2K ﹤0.01%
64
+20
4263
$2K ﹤0.01%
111
+110
4264
$2K ﹤0.01%
81
+72
4265
$2K ﹤0.01%
57
4266
$2K ﹤0.01%
+70
4267
$2K ﹤0.01%
1,026
+1,022
4268
$2K ﹤0.01%
845
-228
4269
$2K ﹤0.01%
456
-334
4270
$2K ﹤0.01%
211
+59
4271
$2K ﹤0.01%
110
+2
4272
$2K ﹤0.01%
376
+39
4273
$2K ﹤0.01%
38
4274
$2K ﹤0.01%
299
+290
4275
$2K ﹤0.01%
+1,000
169 170
171
172 173