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
1676
$1K ﹤0.01%
15
-11
1677
$1K ﹤0.01%
19
1678
$1K ﹤0.01%
14
-15
1679
$1K ﹤0.01%
+20
1680
$1K ﹤0.01%
+12
1681
$1K ﹤0.01%
10
-4
1682
$1K ﹤0.01%
14
1683
$1K ﹤0.01%
+14
1684
$1K ﹤0.01%
+20
1685
$1K ﹤0.01%
31
-1
1686
$1K ﹤0.01%
44
1687
$1K ﹤0.01%
31
-1
1688
$1K ﹤0.01%
11
-21
1689
$1K ﹤0.01%
8
-17
1690
$1K ﹤0.01%
+17
1691
$1K ﹤0.01%
17
1692
$1K ﹤0.01%
17
1693
$1K ﹤0.01%
52
1694
$1K ﹤0.01%
26
1695
$1K ﹤0.01%
17
1696
$1K ﹤0.01%
32
-21
1697
$1K ﹤0.01%
12
-11
1698
$1K ﹤0.01%
13
-11
1699
$1K ﹤0.01%
+2
1700
$1K ﹤0.01%
28
66 67
68
69 70