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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
1926
$0 ﹤0.01%
13
1927
$0 ﹤0.01%
+17
1928
– –
-1,666
1929
$0 ﹤0.01%
5
1930
$0 ﹤0.01%
25
1931
– –
-250
1932
$0 ﹤0.01%
+14
1933
$0 ﹤0.01%
122
1934
– –
-23
1935
– –
-42
1936
– –
-86
1937
– –
-303
1938
– –
-9
1939
– –
-795
1940
– –
-22
1941
– –
-300
1942
– –
-852
1943
$0 ﹤0.01%
+24
1944
$0 ﹤0.01%
2
1945
– –
-20
1946
– –
-21
1947
– –
-10
1948
$0 ﹤0.01%
+100
1949
$0 ﹤0.01%
+6
1950
– –
-240
76 77
78
79 80