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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
1726
$1K ﹤0.01%
9
-18
1727
$1K ﹤0.01%
36
1728
$1K ﹤0.01%
53
-94
1729
$1K ﹤0.01%
7
1730
$1K ﹤0.01%
15
1731
$1K ﹤0.01%
+11
1732
$1K ﹤0.01%
3
1733
$1K ﹤0.01%
+4
1734
$1K ﹤0.01%
+28
1735
$1K ﹤0.01%
9
-8
1736
$1K ﹤0.01%
+17
1737
$1K ﹤0.01%
+9
1738
$1K ﹤0.01%
66
1739
$1K ﹤0.01%
+19
1740
$1K ﹤0.01%
200
1741
$1K ﹤0.01%
+2
1742
$1K ﹤0.01%
13
1743
$1K ﹤0.01%
20
1744
$1K ﹤0.01%
+73
1745
$1K ﹤0.01%
9
1746
$1K ﹤0.01%
29
-11
1747
$1K ﹤0.01%
23
-332
1748
$1K ﹤0.01%
25
1749
$1K ﹤0.01%
15
1750
$1K ﹤0.01%
6
68 69
70
71 72