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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
1951
– –
-12
1952
$0 ﹤0.01%
114
1953
$0 ﹤0.01%
9
-25
1954
– –
-37
1955
$0 ﹤0.01%
31
1956
– –
-19
1957
– –
-1
1958
– –
-443
1959
$0 ﹤0.01%
17
1960
$0 ﹤0.01%
+5
1961
$0 ﹤0.01%
34
1962
– –
-10
1963
$0 ﹤0.01%
14
1964
$0 ﹤0.01%
12
-1
1965
– –
-133
1966
– –
-27
1967
– –
-45
1968
– –
-44
1969
$0 ﹤0.01%
11
1970
– –
-33
1971
– –
0
1972
– –
-138
1973
$0 ﹤0.01%
2
1974
– –
-200
1975
– –
-975
77 78
79
80 81