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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
4476
$1K ﹤0.01%
486
+65
4477
$1K ﹤0.01%
53
+9
4478
$1K ﹤0.01%
153
-16
4479
$1K ﹤0.01%
1,110
+1,105
4480
$1K ﹤0.01%
+19
4481
$1K ﹤0.01%
59
+57
4482
$1K ﹤0.01%
200
+18
4483
$1K ﹤0.01%
30
+27
4484
$1K ﹤0.01%
170
+169
4485
$1K ﹤0.01%
+67
4486
$1K ﹤0.01%
13
+11
4487
$1K ﹤0.01%
22
-1,200
4488
$1K ﹤0.01%
12
-87
4489
$1K ﹤0.01%
224
+198
4490
$1K ﹤0.01%
570
+569
4491
$1K ﹤0.01%
45
-90
4492
$1K ﹤0.01%
+21
4493
$1K ﹤0.01%
49
4494
$1K ﹤0.01%
+7
4495
$1K ﹤0.01%
56
-332
4496
$1K ﹤0.01%
33
+26
4497
$1K ﹤0.01%
323
4498
$1K ﹤0.01%
983
+937
4499
$1K ﹤0.01%
138
+33
4500
$1K ﹤0.01%
357
-3,602
178 179
180
181 182