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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
1501
$2K ﹤0.01%
28
1502
$2K ﹤0.01%
46
-14
1503
$2K ﹤0.01%
+47
1504
$2K ﹤0.01%
+112
1505
$2K ﹤0.01%
32
+1
1506
$2K ﹤0.01%
89
1507
$2K ﹤0.01%
15
1508
$2K ﹤0.01%
103
+47
1509
$2K ﹤0.01%
58
-20
1510
$2K ﹤0.01%
106
-2
1511
$2K ﹤0.01%
25
1512
$2K ﹤0.01%
25
+14
1513
$2K ﹤0.01%
13
+10
1514
$2K ﹤0.01%
27
1515
$2K ﹤0.01%
+80
1516
$2K ﹤0.01%
+18
1517
$2K ﹤0.01%
49
+23
1518
$2K ﹤0.01%
+27
1519
$2K ﹤0.01%
87
+29
1520
$2K ﹤0.01%
328
1521
$2K ﹤0.01%
37
+18
1522
$2K ﹤0.01%
+308
1523
$2K ﹤0.01%
+65
1524
$2K ﹤0.01%
+37
1525
$2K ﹤0.01%
27
-1
59 60
61
62 63