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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
1901
– –
-126
1902
– –
-4
1903
– –
-133
1904
– –
-17
1905
$0 ﹤0.01%
9
1906
– –
-28
1907
$0 ﹤0.01%
+5
1908
$0 ﹤0.01%
6
1909
$0 ﹤0.01%
16
-39
1910
$0 ﹤0.01%
+4
1911
$0 ﹤0.01%
17
1912
– –
-24
1913
$0 ﹤0.01%
9
1914
– –
-31
1915
$0 ﹤0.01%
39
1916
$0 ﹤0.01%
18
1917
$0 ﹤0.01%
+1
1918
$0 ﹤0.01%
4
1919
– –
-400
1920
$0 ﹤0.01%
+9
1921
– –
0
1922
$0 ﹤0.01%
33
1923
$0 ﹤0.01%
16
1924
$0 ﹤0.01%
75
1925
– –
-89
75 76
77
78 79