We are live on ! Find out more
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
2026
$0 ﹤0.01%
10
2027
$0 ﹤0.01%
+8
2028
– –
-94
2029
– –
-31
2030
– –
-163
2031
$0 ﹤0.01%
+2
2032
– –
-332
2033
– –
-13
2034
– –
-118
2035
– –
-276
2036
– –
-95
2037
– –
0
2038
$0 ﹤0.01%
+1
2039
– –
-24
2040
$0 ﹤0.01%
8
2041
$0 ﹤0.01%
10
2042
$0 ﹤0.01%
7
2043
$0 ﹤0.01%
20
2044
$0 ﹤0.01%
19
2045
$0 ﹤0.01%
6
-2
2046
$0 ﹤0.01%
6
2047
$0 ﹤0.01%
5
2048
$0 ﹤0.01%
+16
2049
– –
-22
2050
– –
-666
80 81
82
83 84