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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
1351
$5K ﹤0.01%
+297
1352
$5K ﹤0.01%
151
+1
1353
$5K ﹤0.01%
117
1354
$5K ﹤0.01%
95
-17
1355
$5K ﹤0.01%
+180
1356
$5K ﹤0.01%
+362
1357
$4K ﹤0.01%
30
-5
1358
$4K ﹤0.01%
88
+28
1359
$4K ﹤0.01%
84
1360
$4K ﹤0.01%
68
1361
$4K ﹤0.01%
67
+50
1362
$4K ﹤0.01%
+47
1363
$4K ﹤0.01%
180
1364
$4K ﹤0.01%
200
1365
$4K ﹤0.01%
220
-47
1366
$4K ﹤0.01%
26
+20
1367
$4K ﹤0.01%
21
-17
1368
$4K ﹤0.01%
402
1369
$4K ﹤0.01%
15
-6
1370
$4K ﹤0.01%
+126
1371
$4K ﹤0.01%
142
-9,504
1372
$4K ﹤0.01%
164
1373
$4K ﹤0.01%
+150
1374
$4K ﹤0.01%
1,000
1375
$4K ﹤0.01%
88
+11
53 54
55
56 57