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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
1126
$11K ﹤0.01%
1,128
1127
$11K ﹤0.01%
+758
1128
$11K ﹤0.01%
213
1129
$11K ﹤0.01%
548
-56
1130
$11K ﹤0.01%
372
1131
$11K ﹤0.01%
474
+21
1132
$11K ﹤0.01%
464
1133
$10K ﹤0.01%
300
-100
1134
$10K ﹤0.01%
+197
1135
$10K ﹤0.01%
68
+18
1136
$10K ﹤0.01%
+395
1137
$10K ﹤0.01%
120
+75
1138
$10K ﹤0.01%
224
+12
1139
$10K ﹤0.01%
+345
1140
$10K ﹤0.01%
470
1141
$10K ﹤0.01%
200
1142
$10K ﹤0.01%
121
+14
1143
$10K ﹤0.01%
332
1144
$10K ﹤0.01%
+140
1145
$10K ﹤0.01%
1,000
1146
$10K ﹤0.01%
885
-20,487
1147
$10K ﹤0.01%
121
-25
1148
$10K ﹤0.01%
229
+77
1149
$10K ﹤0.01%
106
-11
1150
$10K ﹤0.01%
275
+46
44 45
46
47 48