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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
4301
$1K ﹤0.01%
74
-380
4302
$1K ﹤0.01%
70
+69
4303
$1K ﹤0.01%
91
+66
4304
$1K ﹤0.01%
19
4305
$1K ﹤0.01%
+164
4306
$1K ﹤0.01%
+20
4307
$1K ﹤0.01%
41
-293
4308
$1K ﹤0.01%
14
4309
$1K ﹤0.01%
255
+248
4310
$1K ﹤0.01%
30
-540
4311
$1K ﹤0.01%
154
4312
$1K ﹤0.01%
432
+82
4313
$1K ﹤0.01%
25
4314
$1K ﹤0.01%
+268
4315
$1K ﹤0.01%
5
-6
4316
$1K ﹤0.01%
+111
4317
$1K ﹤0.01%
1,396
+1,390
4318
$1K ﹤0.01%
+234
4319
$1K ﹤0.01%
+64
4320
$1K ﹤0.01%
1,160
4321
$1K ﹤0.01%
218
-192
4322
$1K ﹤0.01%
25
-2
4323
$1K ﹤0.01%
155
-64
4324
$1K ﹤0.01%
113
-2,149
4325
$1K ﹤0.01%
+106
171 172
173
174 175