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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
1601
$1K ﹤0.01%
27
1602
$1K ﹤0.01%
+69
1603
$1K ﹤0.01%
+20
1604
$1K ﹤0.01%
7
1605
$1K ﹤0.01%
121
1606
$1K ﹤0.01%
600
1607
$1K ﹤0.01%
11
1608
$1K ﹤0.01%
34
-56
1609
$1K ﹤0.01%
20
-2
1610
$1K ﹤0.01%
+9
1611
$1K ﹤0.01%
24
-54
1612
$1K ﹤0.01%
+42
1613
$1K ﹤0.01%
21
1614
$1K ﹤0.01%
+45
1615
$1K ﹤0.01%
24
1616
$1K ﹤0.01%
8
1617
$1K ﹤0.01%
23
1618
$1K ﹤0.01%
+66
1619
$1K ﹤0.01%
+4
1620
$1K ﹤0.01%
17
1621
$1K ﹤0.01%
+29
1622
$1K ﹤0.01%
+25
1623
$1K ﹤0.01%
+8
1624
$1K ﹤0.01%
+18
1625
$1K ﹤0.01%
9
63 64
65
66 67