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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
1876
– –
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1877
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-28
1878
$0 ﹤0.01%
6
1879
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24
1880
$0 ﹤0.01%
12
1881
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-19
1882
– –
-130
1883
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1884
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-104
1885
– –
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1886
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1887
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-26
1888
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1889
– –
-7
1890
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0
1891
$0 ﹤0.01%
+7
1892
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1893
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1894
$0 ﹤0.01%
24
1895
$0 ﹤0.01%
5
1896
$0 ﹤0.01%
10
1897
– –
-154
1898
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-55
1899
$0 ﹤0.01%
+1
1900
– –
-10
74 75
76
77 78