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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
4976
$0 ﹤0.01%
77
4977
$0 ﹤0.01%
268
+191
4978
$0 ﹤0.01%
23
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4979
$0 ﹤0.01%
+4
4980
$0 ﹤0.01%
76
+72
4981
– –
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4982
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+16
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– –
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4984
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4985
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4986
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4987
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4988
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+61
4989
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44
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4990
$0 ﹤0.01%
32
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4991
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4992
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$0 ﹤0.01%
1
4997
– –
0
4998
$0 ﹤0.01%
+23
4999
$0 ﹤0.01%
10
-60
5000
$0 ﹤0.01%
93
+1
198 199
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201 202