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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
1401
$4K ﹤0.01%
+248
1402
$4K ﹤0.01%
25
1403
$4K ﹤0.01%
124
1404
$4K ﹤0.01%
288
-250
1405
$4K ﹤0.01%
82
-23
1406
$4K ﹤0.01%
335
1407
$4K ﹤0.01%
500
1408
$4K ﹤0.01%
75
1409
$4K ﹤0.01%
150
1410
$4K ﹤0.01%
+115
1411
$4K ﹤0.01%
+134
1412
$4K ﹤0.01%
62
1413
$4K ﹤0.01%
160
1414
$4K ﹤0.01%
+169
1415
$4K ﹤0.01%
179
-173
1416
$4K ﹤0.01%
105
1417
$4K ﹤0.01%
+87
1418
$4K ﹤0.01%
4
1419
$3K ﹤0.01%
25
+8
1420
$3K ﹤0.01%
+60
1421
– –
0
1422
$3K ﹤0.01%
146
-250
1423
$3K ﹤0.01%
+36
1424
$3K ﹤0.01%
48
+5
1425
$3K ﹤0.01%
15
-8
55 56
57
58 59