We are live on ! Find out more
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
4426
$1K ﹤0.01%
100
4427
$1K ﹤0.01%
102
+11
4428
$1K ﹤0.01%
461
+387
4429
$1K ﹤0.01%
56
+8
4430
$1K ﹤0.01%
81
+41
4431
$1K ﹤0.01%
99
4432
$1K ﹤0.01%
22
+21
4433
$1K ﹤0.01%
36
4434
$1K ﹤0.01%
45
4435
$1K ﹤0.01%
790
+136
4436
$1K ﹤0.01%
+3
4437
$1K ﹤0.01%
90
-50
4438
$1K ﹤0.01%
78
+2
4439
$1K ﹤0.01%
24
-825
4440
$1K ﹤0.01%
141
+95
4441
$1K ﹤0.01%
18
+9
4442
$1K ﹤0.01%
89
-28
4443
$1K ﹤0.01%
9
4444
$1K ﹤0.01%
600
+100
4445
$1K ﹤0.01%
+53
4446
$1K ﹤0.01%
+245
4447
$1K ﹤0.01%
263
-603
4448
$1K ﹤0.01%
100
4449
$1K ﹤0.01%
+41
4450
$1K ﹤0.01%
88
+12
176 177
178
179 180