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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
1226
$8K ﹤0.01%
366
+142
1227
$8K ﹤0.01%
+222
1228
$8K ﹤0.01%
153
+19
1229
$8K ﹤0.01%
117
1230
$7K ﹤0.01%
186
-248
1231
$7K ﹤0.01%
250
1232
$7K ﹤0.01%
90
-172
1233
$7K ﹤0.01%
246
-48
1234
$7K ﹤0.01%
175
+25
1235
$7K ﹤0.01%
308
+5
1236
$7K ﹤0.01%
312
1237
$7K ﹤0.01%
113
+17
1238
$7K ﹤0.01%
+140
1239
$7K ﹤0.01%
57
+7
1240
$7K ﹤0.01%
54
-6
1241
$7K ﹤0.01%
200
1242
$7K ﹤0.01%
71
+10
1243
$7K ﹤0.01%
+200
1244
$7K ﹤0.01%
420
1245
$7K ﹤0.01%
100
1246
$7K ﹤0.01%
65
+10
1247
$7K ﹤0.01%
100
1248
$7K ﹤0.01%
19
1249
$7K ﹤0.01%
111
+24
1250
$7K ﹤0.01%
508
48 49
50
51 52