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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
$21.2B
AUM Growth
+$647M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,103
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$99.5M
3
+$61.5M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$52.4M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$49.4M

Top Sells

1
+$209M
2
+$107M
3
+$97.2M
4
IXC icon
iShares Global Energy ETF
IXC
+$71.6M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$60.4M

Sector Composition

1 Technology 8.19%
2 Financials 3.63%
3 Healthcare 3.3%
4 Communication Services 2.79%
5 Consumer Discretionary 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$59K ﹤0.01%
1,736
+137
2352
$59K ﹤0.01%
2,391
2353
$59K ﹤0.01%
1,367
2354
$59K ﹤0.01%
1,627
+1,361
2355
$59K ﹤0.01%
1,651
+58
2356
$59K ﹤0.01%
+1,312
2357
$58K ﹤0.01%
2,572
+445
2358
$58K ﹤0.01%
2,567
+259
2359
$58K ﹤0.01%
9,704
+5,835
2360
$58K ﹤0.01%
4,159
+48
2361
$58K ﹤0.01%
1,507
2362
$58K ﹤0.01%
3,250
+262
2363
$58K ﹤0.01%
1,405
-11
2364
$58K ﹤0.01%
1,012
-192
2365
$58K ﹤0.01%
4,650
+855
2366
$58K ﹤0.01%
790
2367
$58K ﹤0.01%
4,479
-1,373
2368
$58K ﹤0.01%
949
+275
2369
$58K ﹤0.01%
900
2370
$58K ﹤0.01%
4,197
+2,480
2371
$58K ﹤0.01%
998
+355
2372
$58K ﹤0.01%
1,012
+793
2373
$58K ﹤0.01%
3,850
+407
2374
$58K ﹤0.01%
2,653
2375
$58K ﹤0.01%
1,558
+1,096
93 94
95
96 97