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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
1151
$10K ﹤0.01%
111
+49
1152
$10K ﹤0.01%
1,000
1153
$10K ﹤0.01%
217
-14
1154
$10K ﹤0.01%
+400
1155
$10K ﹤0.01%
95
1156
$10K ﹤0.01%
68
+2
1157
$10K ﹤0.01%
202
1158
$10K ﹤0.01%
536
1159
$10K ﹤0.01%
134
+126
1160
$10K ﹤0.01%
3
+2
1161
$10K ﹤0.01%
+390
1162
$10K ﹤0.01%
702
+67
1163
$10K ﹤0.01%
162
1164
$10K ﹤0.01%
86
1165
$10K ﹤0.01%
+250
1166
$9K ﹤0.01%
337
+180
1167
$9K ﹤0.01%
215
+53
1168
$9K ﹤0.01%
82
+35
1169
$9K ﹤0.01%
186
-21
1170
$9K ﹤0.01%
108
-21
1171
$9K ﹤0.01%
202
1172
$9K ﹤0.01%
21
+6
1173
$9K ﹤0.01%
215
1174
$9K ﹤0.01%
165
1175
$9K ﹤0.01%
+215
45 46
47
48 49