We are live on ! Find out more
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
1576
$2K ﹤0.01%
225
1577
$2K ﹤0.01%
+23
1578
$2K ﹤0.01%
+13
1579
$2K ﹤0.01%
+5
1580
$2K ﹤0.01%
+57
1581
$1K ﹤0.01%
12
1582
$1K ﹤0.01%
22
1583
$1K ﹤0.01%
15
1584
$1K ﹤0.01%
+3
1585
$1K ﹤0.01%
+21
1586
$1K ﹤0.01%
+15
1587
$1K ﹤0.01%
+53
1588
$1K ﹤0.01%
+16
1589
$1K ﹤0.01%
200
1590
$1K ﹤0.01%
+28
1591
$1K ﹤0.01%
21
-5,324
1592
$1K ﹤0.01%
200
1593
$1K ﹤0.01%
+31
1594
$1K ﹤0.01%
+87
1595
$1K ﹤0.01%
30
-135
1596
$1K ﹤0.01%
+13
1597
$1K ﹤0.01%
10
-12
1598
$1K ﹤0.01%
11
-6
1599
$1K ﹤0.01%
14
1600
$1K ﹤0.01%
6
62 63
64
65 66