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
1201
$8K ﹤0.01%
608
+14
1202
$8K ﹤0.01%
68
1203
$8K ﹤0.01%
185
1204
$8K ﹤0.01%
+875
1205
$8K ﹤0.01%
73
-8
1206
$8K ﹤0.01%
274
+69
1207
$8K ﹤0.01%
+591
1208
$8K ﹤0.01%
141
-77
1209
$8K ﹤0.01%
+155
1210
$8K ﹤0.01%
59
+4
1211
$8K ﹤0.01%
186
-35
1212
$8K ﹤0.01%
256
+181
1213
$8K ﹤0.01%
200
1214
$8K ﹤0.01%
+259
1215
$8K ﹤0.01%
232
1216
$8K ﹤0.01%
+300
1217
$8K ﹤0.01%
185
-27
1218
$8K ﹤0.01%
100
1219
$8K ﹤0.01%
284
1220
$8K ﹤0.01%
60
+8
1221
$8K ﹤0.01%
430
-1,879
1222
$8K ﹤0.01%
140
1223
$8K ﹤0.01%
164
-36
1224
$8K ﹤0.01%
56
+20
1225
$8K ﹤0.01%
87
+82
47 48
49
50 51