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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
4276
$2K ﹤0.01%
308
+304
4277
$2K ﹤0.01%
135
+101
4278
$2K ﹤0.01%
98
4279
$2K ﹤0.01%
226
+121
4280
$2K ﹤0.01%
90
+74
4281
$2K ﹤0.01%
25
-50
4282
$2K ﹤0.01%
431
+17
4283
$2K ﹤0.01%
99
+31
4284
$2K ﹤0.01%
1,010
-1,096
4285
$2K ﹤0.01%
1,257
+1,228
4286
$1K ﹤0.01%
100
4287
$1K ﹤0.01%
52
+35
4288
$1K ﹤0.01%
1,325
-1,000
4289
$1K ﹤0.01%
100
4290
$1K ﹤0.01%
+32
4291
$1K ﹤0.01%
123
+118
4292
$1K ﹤0.01%
34
4293
$1K ﹤0.01%
131
+128
4294
$1K ﹤0.01%
100
4295
$1K ﹤0.01%
25
-710
4296
$1K ﹤0.01%
14
4297
$1K ﹤0.01%
1,350
4298
$1K ﹤0.01%
845
+839
4299
$1K ﹤0.01%
175
+148
4300
$1K ﹤0.01%
+33
170 171
172
173 174