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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
1076
$13K ﹤0.01%
170
+15
1077
$13K ﹤0.01%
761
-2
1078
$13K ﹤0.01%
516
-5
1079
$13K ﹤0.01%
287
-124
1080
$13K ﹤0.01%
500
1081
$13K ﹤0.01%
704
+632
1082
$13K ﹤0.01%
+6,563
1083
$13K ﹤0.01%
245
1084
$13K ﹤0.01%
185
1085
$13K ﹤0.01%
+429
1086
$13K ﹤0.01%
500
1087
$13K ﹤0.01%
490
-575
1088
$13K ﹤0.01%
+575
1089
$13K ﹤0.01%
127
+60
1090
$13K ﹤0.01%
+551
1091
$13K ﹤0.01%
+9
1092
$13K ﹤0.01%
131
+11
1093
$12K ﹤0.01%
278
-152
1094
$12K ﹤0.01%
147
-2
1095
$12K ﹤0.01%
316
+155
1096
$12K ﹤0.01%
290
+85
1097
$12K ﹤0.01%
2,000
1098
$12K ﹤0.01%
505
-550
1099
$12K ﹤0.01%
+155
1100
$12K ﹤0.01%
+248
42 43
44
45 46