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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
1551
$2K ﹤0.01%
130
+25
1552
$2K ﹤0.01%
145
1553
$2K ﹤0.01%
200
1554
$2K ﹤0.01%
17
+10
1555
$2K ﹤0.01%
43
-21
1556
$2K ﹤0.01%
+64
1557
$2K ﹤0.01%
40
-12,175
1558
$2K ﹤0.01%
+12
1559
$2K ﹤0.01%
20
1560
$2K ﹤0.01%
45
+12
1561
$2K ﹤0.01%
100
1562
$2K ﹤0.01%
156
1563
$2K ﹤0.01%
33
+6
1564
$2K ﹤0.01%
122
1565
$2K ﹤0.01%
258
+4
1566
$2K ﹤0.01%
+100
1567
$2K ﹤0.01%
66
1568
$2K ﹤0.01%
102
-1
1569
$2K ﹤0.01%
+44
1570
$2K ﹤0.01%
+20
1571
$2K ﹤0.01%
+54
1572
$2K ﹤0.01%
24
+13
1573
$2K ﹤0.01%
+243
1574
$2K ﹤0.01%
34
1575
$2K ﹤0.01%
+250
61 62
63
64 65