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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
4876
– –
-250
4877
$0 ﹤0.01%
10
4878
$0 ﹤0.01%
27
+19
4879
$0 ﹤0.01%
+40
4880
$0 ﹤0.01%
21
+14
4881
$0 ﹤0.01%
+146
4882
– –
-6
4883
– –
-2
4884
$0 ﹤0.01%
8
-100
4885
$0 ﹤0.01%
3
4886
$0 ﹤0.01%
+8
4887
$0 ﹤0.01%
+54
4888
$0 ﹤0.01%
18
+6
4889
$0 ﹤0.01%
+29
4890
$0 ﹤0.01%
+37
4891
$0 ﹤0.01%
500
4892
– –
-2,303
4893
$0 ﹤0.01%
31
4894
$0 ﹤0.01%
+1
4895
$0 ﹤0.01%
13
+12
4896
$0 ﹤0.01%
1
4897
$0 ﹤0.01%
56
+49
4898
$0 ﹤0.01%
175
4899
$0 ﹤0.01%
+16
4900
$0 ﹤0.01%
67
+65
194 195
196
197 198