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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
1776
$1K ﹤0.01%
100
1777
$1K ﹤0.01%
+6
1778
$1K ﹤0.01%
30
-23
1779
$1K ﹤0.01%
+79
1780
$1K ﹤0.01%
+27
1781
$1K ﹤0.01%
+11
1782
$1K ﹤0.01%
+68
1783
$1K ﹤0.01%
5
-8
1784
$1K ﹤0.01%
+11
1785
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+25
1786
$1K ﹤0.01%
+20
1787
$1K ﹤0.01%
12
1788
$1K ﹤0.01%
9
1789
$1K ﹤0.01%
12
-13
1790
$1K ﹤0.01%
10
1791
$1K ﹤0.01%
62
-137
1792
$1K ﹤0.01%
+5
1793
$1K ﹤0.01%
40
-165
1794
$1K ﹤0.01%
10
+1
1795
$1K ﹤0.01%
+52
1796
$1K ﹤0.01%
96
+1
1797
$1K ﹤0.01%
+28
1798
$1K ﹤0.01%
+12
1799
$1K ﹤0.01%
115
-122
1800
$1K ﹤0.01%
19
70 71
72
73 74