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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
$23.2B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,317
New
Increased
Reduced
Closed

Top Buys

1
+$173M
2
+$162M
3
+$59.2M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$50.9M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$47.2M

Top Sells

1
+$115M
2
+$72.2M
3
+$61.8M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$54.6M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$27.5M

Sector Composition

1 Technology 8.27%
2 Financials 3.66%
3 Healthcare 3.29%
4 Consumer Discretionary 2.89%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2651
$52K ﹤0.01%
2,500
2652
$52K ﹤0.01%
1,327
-907
2653
$52K ﹤0.01%
1,314
+362
2654
$52K ﹤0.01%
897
+453
2655
$52K ﹤0.01%
163
+8
2656
$52K ﹤0.01%
2,327
2657
$52K ﹤0.01%
1,131
-47
2658
$52K ﹤0.01%
+1,700
2659
$52K ﹤0.01%
2,576
+275
2660
$52K ﹤0.01%
1,173
2661
$52K ﹤0.01%
1,455
-54,355
2662
$52K ﹤0.01%
1,309
+427
2663
$52K ﹤0.01%
4,078
+106
2664
$52K ﹤0.01%
347
-3
2665
$52K ﹤0.01%
+1,932
2666
$52K ﹤0.01%
1,256
-70
2667
$51K ﹤0.01%
2,652
-589
2668
$51K ﹤0.01%
1,546
+891
2669
$51K ﹤0.01%
2,182
+644
2670
$51K ﹤0.01%
300
+29
2671
$51K ﹤0.01%
2,394
+1,842
2672
$51K ﹤0.01%
2,379
+484
2673
$51K ﹤0.01%
214
-7
2674
$51K ﹤0.01%
1,553
-97
2675
$51K ﹤0.01%
10,267
+179
105 106
107
108 109