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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
1751
$1K ﹤0.01%
20
-24
1752
$1K ﹤0.01%
27
1753
$1K ﹤0.01%
+7
1754
$1K ﹤0.01%
+60
1755
$1K ﹤0.01%
1
1756
$1K ﹤0.01%
49
1757
$1K ﹤0.01%
98
1758
$1K ﹤0.01%
+10
1759
$1K ﹤0.01%
26
1760
$1K ﹤0.01%
58
1761
$1K ﹤0.01%
32
1762
$1K ﹤0.01%
38
1763
$1K ﹤0.01%
37
-1
1764
$1K ﹤0.01%
30
1765
$1K ﹤0.01%
30
+7
1766
$1K ﹤0.01%
15
1767
$1K ﹤0.01%
28
+13
1768
$1K ﹤0.01%
+12
1769
$1K ﹤0.01%
62
1770
$1K ﹤0.01%
+54
1771
$1K ﹤0.01%
60
1772
$1K ﹤0.01%
+42
1773
$1K ﹤0.01%
31
-31
1774
$1K ﹤0.01%
31
1775
$1K ﹤0.01%
31
-42
69 70
71
72 73