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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
4751
– –
-1,400
4752
$0 ﹤0.01%
10
+9
4753
$0 ﹤0.01%
212
4754
$0 ﹤0.01%
233
+211
4755
$0 ﹤0.01%
+2
4756
$0 ﹤0.01%
13
+11
4757
$0 ﹤0.01%
4
+2
4758
– –
-156
4759
$0 ﹤0.01%
+6
4760
$0 ﹤0.01%
+10
4761
$0 ﹤0.01%
17
4762
$0 ﹤0.01%
218
+207
4763
$0 ﹤0.01%
+2
4764
$0 ﹤0.01%
+32
4765
$0 ﹤0.01%
11
+5
4766
– –
0
4767
$0 ﹤0.01%
3
+2
4768
$0 ﹤0.01%
+2
4769
$0 ﹤0.01%
207
+47
4770
– –
0
4771
– –
0
4772
$0 ﹤0.01%
5
4773
$0 ﹤0.01%
+37
4774
$0 ﹤0.01%
96
+65
4775
$0 ﹤0.01%
5,124
189 190
191
192 193