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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
1801
$1K ﹤0.01%
39
1802
$1K ﹤0.01%
7
1803
$1K ﹤0.01%
+42
1804
$1K ﹤0.01%
8
1805
$1K ﹤0.01%
19
-7
1806
– –
-30
1807
$0 ﹤0.01%
25
-75
1808
– –
-700
1809
– –
0
1810
$0 ﹤0.01%
+18
1811
$0 ﹤0.01%
4
1812
– –
-34
1813
$0 ﹤0.01%
+6
1814
– –
-95
1815
$0 ﹤0.01%
14
1816
– –
-99
1817
$0 ﹤0.01%
17
-43
1818
$0 ﹤0.01%
+1
1819
– –
-30
1820
– –
-172
1821
– –
-249
1822
– –
-402
1823
– –
-27
1824
– –
-106
1825
– –
-12
71 72
73
74 75