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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
1526
$2K ﹤0.01%
+48
1527
$2K ﹤0.01%
38
1528
$2K ﹤0.01%
36
-12
1529
$2K ﹤0.01%
48
-44
1530
$2K ﹤0.01%
500
1531
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105
-102
1532
$2K ﹤0.01%
58
-124
1533
$2K ﹤0.01%
48
-3
1534
$2K ﹤0.01%
48
1535
$2K ﹤0.01%
66
1536
$2K ﹤0.01%
36
1537
$2K ﹤0.01%
400
1538
$2K ﹤0.01%
104
1539
$2K ﹤0.01%
18
+8
1540
$2K ﹤0.01%
90
-526
1541
$2K ﹤0.01%
20
-10
1542
$2K ﹤0.01%
8
+5
1543
$2K ﹤0.01%
50
1544
$2K ﹤0.01%
108
+26
1545
$2K ﹤0.01%
26
+10
1546
$2K ﹤0.01%
+41
1547
$2K ﹤0.01%
1
1548
$2K ﹤0.01%
38
+1
1549
$2K ﹤0.01%
+30
1550
$2K ﹤0.01%
66
60 61
62
63 64