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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
1701
$1K ﹤0.01%
15
1702
$1K ﹤0.01%
26
-13
1703
$1K ﹤0.01%
31
-14
1704
$1K ﹤0.01%
+27
1705
$1K ﹤0.01%
+19
1706
$1K ﹤0.01%
30
1707
$1K ﹤0.01%
40
1708
$1K ﹤0.01%
+66
1709
$1K ﹤0.01%
+9
1710
$1K ﹤0.01%
20
1711
$1K ﹤0.01%
22
1712
$1K ﹤0.01%
34
+7
1713
$1K ﹤0.01%
33
-3
1714
$1K ﹤0.01%
21
1715
$1K ﹤0.01%
+18
1716
$1K ﹤0.01%
12
1717
$1K ﹤0.01%
200
1718
$1K ﹤0.01%
+39
1719
$1K ﹤0.01%
9
1720
$1K ﹤0.01%
+30
1721
$1K ﹤0.01%
10
1722
$1K ﹤0.01%
30
-20
1723
$1K ﹤0.01%
50
1724
$1K ﹤0.01%
36
-69
1725
$1K ﹤0.01%
6
67 68
69
70 71