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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
1976
– –
-5
1977
$0 ﹤0.01%
+17
1978
– –
-423
1979
– –
-4
1980
– –
-41
1981
$0 ﹤0.01%
6
1982
– –
-73
1983
$0 ﹤0.01%
7
1984
– –
0
1985
$0 ﹤0.01%
+21
1986
– –
-18
1987
– –
-57
1988
– –
-14
1989
– –
-16
1990
– –
0
1991
– –
-95
1992
$0 ﹤0.01%
5
-13
1993
– –
-72
1994
$0 ﹤0.01%
26
1995
– –
-128
1996
– –
-267
1997
$0 ﹤0.01%
78
1998
– –
-1,905
1999
– –
-66
2000
– –
0
78 79
80
81 82