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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
4351
$1K ﹤0.01%
+20
4352
$1K ﹤0.01%
+26
4353
$1K ﹤0.01%
38
+37
4354
$1K ﹤0.01%
70
4355
$1K ﹤0.01%
148
4356
$1K ﹤0.01%
+92
4357
$1K ﹤0.01%
+13
4358
$1K ﹤0.01%
100
+29
4359
$1K ﹤0.01%
65
4360
$1K ﹤0.01%
45
+43
4361
$1K ﹤0.01%
1,079
+668
4362
$1K ﹤0.01%
+30
4363
$1K ﹤0.01%
132
+52
4364
$1K ﹤0.01%
67
+1
4365
$1K ﹤0.01%
+58
4366
$1K ﹤0.01%
+75
4367
$1K ﹤0.01%
+120
4368
$1K ﹤0.01%
+10
4369
$1K ﹤0.01%
826
-15
4370
$1K ﹤0.01%
+24
4371
$1K ﹤0.01%
35
4372
$1K ﹤0.01%
+30
4373
$1K ﹤0.01%
46
-7
4374
$1K ﹤0.01%
516
+512
4375
$1K ﹤0.01%
105
+101
173 174
175
176 177