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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
4326
$1K ﹤0.01%
+80
4327
$1K ﹤0.01%
+110
4328
$1K ﹤0.01%
87
4329
$1K ﹤0.01%
+20
4330
$1K ﹤0.01%
54
-13,936
4331
$1K ﹤0.01%
71
+16
4332
$1K ﹤0.01%
+69
4333
$1K ﹤0.01%
37
+35
4334
$1K ﹤0.01%
23
+16
4335
$1K ﹤0.01%
120
+113
4336
$1K ﹤0.01%
46
-1
4337
$1K ﹤0.01%
256
4338
$1K ﹤0.01%
51
+15
4339
$1K ﹤0.01%
+12
4340
$1K ﹤0.01%
299
+284
4341
$1K ﹤0.01%
+400
4342
$1K ﹤0.01%
22
+10
4343
$1K ﹤0.01%
+48
4344
$1K ﹤0.01%
+500
4345
$1K ﹤0.01%
50
4346
$1K ﹤0.01%
201
+199
4347
$1K ﹤0.01%
35
+33
4348
$1K ﹤0.01%
+39
4349
$1K ﹤0.01%
76
+35
4350
$1K ﹤0.01%
17
172 173
174
175 176