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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
1651
$1K ﹤0.01%
1,104
1652
$1K ﹤0.01%
+19
1653
$1K ﹤0.01%
+70
1654
$1K ﹤0.01%
99
+12
1655
$1K ﹤0.01%
26
1656
$1K ﹤0.01%
17
-17
1657
$1K ﹤0.01%
40
1658
$1K ﹤0.01%
44
1659
$1K ﹤0.01%
+42
1660
$1K ﹤0.01%
+17
1661
$1K ﹤0.01%
9
-8
1662
$1K ﹤0.01%
+31
1663
$1K ﹤0.01%
+63
1664
$1K ﹤0.01%
13
-14
1665
$1K ﹤0.01%
+69
1666
$1K ﹤0.01%
8
1667
$1K ﹤0.01%
17
1668
$1K ﹤0.01%
16
1669
$1K ﹤0.01%
22
1670
$1K ﹤0.01%
+9
1671
$1K ﹤0.01%
22
-15
1672
$1K ﹤0.01%
+20
1673
$1K ﹤0.01%
+32
1674
$1K ﹤0.01%
41
1675
$1K ﹤0.01%
72
65 66
67
68 69