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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
4501
$1K ﹤0.01%
102
+93
4502
$1K ﹤0.01%
100
+95
4503
$1K ﹤0.01%
118
-27
4504
$1K ﹤0.01%
61
+5
4505
$1K ﹤0.01%
4
4506
$1K ﹤0.01%
23
-255
4507
$1K ﹤0.01%
670
+654
4508
$1K ﹤0.01%
+25
4509
$1K ﹤0.01%
86
+73
4510
$1K ﹤0.01%
63
-19
4511
$1K ﹤0.01%
70
+64
4512
$1K ﹤0.01%
+14
4513
$1K ﹤0.01%
9
-40
4514
$1K ﹤0.01%
1,761
4515
$1K ﹤0.01%
100
+36
4516
$1K ﹤0.01%
309
+302
4517
$1K ﹤0.01%
+28
4518
$1K ﹤0.01%
31
-495
4519
$1K ﹤0.01%
+117
4520
$1K ﹤0.01%
65
+64
4521
$1K ﹤0.01%
179
+122
4522
$1K ﹤0.01%
116
+93
4523
$1K ﹤0.01%
22
-2
4524
$1K ﹤0.01%
68
+41
4525
$1K ﹤0.01%
27
-33
179 180
181
182 183