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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
2001
– –
-39
2002
$0 ﹤0.01%
9
2003
– –
-1
2004
$0 ﹤0.01%
5
2005
– –
-32
2006
$0 ﹤0.01%
11
-106
2007
– –
-58
2008
– –
-17
2009
$0 ﹤0.01%
79
+1
2010
– –
-41
2011
– –
-129
2012
$0 ﹤0.01%
1
2013
$0 ﹤0.01%
15
2014
$0 ﹤0.01%
9
-39
2015
– –
-39
2016
$0 ﹤0.01%
23
2017
$0 ﹤0.01%
12
2018
– –
-23
2019
– –
-60
2020
– –
-11
2021
– –
-39
2022
$0 ﹤0.01%
+18
2023
$0 ﹤0.01%
36
2024
– –
-18
2025
– –
-94
79 80
81
82 83