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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
4376
$1K ﹤0.01%
49
-132
4377
$1K ﹤0.01%
+233
4378
$1K ﹤0.01%
235
+219
4379
$1K ﹤0.01%
1,400
+1,000
4380
$1K ﹤0.01%
228
+186
4381
$1K ﹤0.01%
65
+58
4382
$1K ﹤0.01%
1,500
4383
$1K ﹤0.01%
+3,438
4384
$1K ﹤0.01%
20
+8
4385
$1K ﹤0.01%
442
-788
4386
$1K ﹤0.01%
+70
4387
$1K ﹤0.01%
188
-135
4388
$1K ﹤0.01%
7
-4
4389
$1K ﹤0.01%
+305
4390
$1K ﹤0.01%
49
+48
4391
$1K ﹤0.01%
390
+198
4392
$1K ﹤0.01%
80
4393
$1K ﹤0.01%
92
+79
4394
$1K ﹤0.01%
33
-148
4395
$1K ﹤0.01%
+169
4396
$1K ﹤0.01%
+23
4397
$1K ﹤0.01%
11
-46
4398
$1K ﹤0.01%
44
+35
4399
$1K ﹤0.01%
40
4400
$1K ﹤0.01%
60
174 175
176
177 178