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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
$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
1001
$16K ﹤0.01%
3
1002
$16K ﹤0.01%
846
+559
1003
$16K ﹤0.01%
511
-68
1004
$16K ﹤0.01%
+1,100
1005
$16K ﹤0.01%
+328
1006
$16K ﹤0.01%
159
+45
1007
$16K ﹤0.01%
1,301
1008
$16K ﹤0.01%
+187
1009
$16K ﹤0.01%
1,000
1010
$16K ﹤0.01%
214
-12
1011
$16K ﹤0.01%
361
-62
1012
$16K ﹤0.01%
168
+9
1013
$16K ﹤0.01%
202
+158
1014
$16K ﹤0.01%
+204
1015
$16K ﹤0.01%
369
1016
$16K ﹤0.01%
+334
1017
$16K ﹤0.01%
228
+32
1018
$16K ﹤0.01%
488
1019
$16K ﹤0.01%
104
+7
1020
$16K ﹤0.01%
200
1021
$16K ﹤0.01%
400
+175
1022
$16K ﹤0.01%
265
1023
$15K ﹤0.01%
827
-102
1024
$15K ﹤0.01%
138
+25
1025
$15K ﹤0.01%
1,348
+1,034
39 40
41
42 43