We are live on ! Find out more
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
$3.92B
AUM Growth
+$880M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,100
New
Increased
Reduced
Closed

Top Buys

1
+$65.9M
2
+$38.8M
3
+$36.6M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$36.1M
5
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$33.9M

Top Sells

1
+$17.9M
2
+$16.9M
3
+$14.3M
4
WELL icon
Welltower
WELL
+$14.2M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$13.2M

Sector Composition

1 Healthcare 6.32%
2 Technology 6.21%
3 Energy 6.14%
4 Consumer Discretionary 5.35%
5 Consumer Staples 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$20K ﹤0.01%
495
-33
952
$20K ﹤0.01%
+898
953
$20K ﹤0.01%
124
954
$20K ﹤0.01%
500
-48
955
$20K ﹤0.01%
228
-341
956
$20K ﹤0.01%
143
+7
957
$19K ﹤0.01%
488
+13
958
$19K ﹤0.01%
398
+99
959
$19K ﹤0.01%
500
960
$19K ﹤0.01%
+336
961
$19K ﹤0.01%
+217
962
$19K ﹤0.01%
1,000
+75
963
$19K ﹤0.01%
300
964
$19K ﹤0.01%
398
965
$19K ﹤0.01%
86
-70
966
$19K ﹤0.01%
250
967
$19K ﹤0.01%
1,030
+376
968
$19K ﹤0.01%
772
969
$18K ﹤0.01%
+445
970
$18K ﹤0.01%
1,207
-623
971
$18K ﹤0.01%
320
972
$18K ﹤0.01%
38
973
$18K ﹤0.01%
273
+123
974
$18K ﹤0.01%
1,144
+630
975
$18K ﹤0.01%
579
37 38
39
40 41