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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
$25.1B
AUM Growth
+$981M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,286
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$85.9M
3
+$82.2M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$80.9M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$69.8M

Top Sells

1
+$130M
2
+$118M
3
+$80.2M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$78.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$74M

Sector Composition

1 Technology 8.15%
2 Financials 4.34%
3 Healthcare 3.5%
4 Consumer Discretionary 3.03%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3076
$44K ﹤0.01%
1,666
-100
3077
$44K ﹤0.01%
2,152
-732
3078
$44K ﹤0.01%
1,651
3079
$44K ﹤0.01%
3,067
+1,747
3080
$44K ﹤0.01%
1,714
+63
3081
$44K ﹤0.01%
1,216
+94
3082
$44K ﹤0.01%
1,125
3083
$44K ﹤0.01%
7,739
+693
3084
$44K ﹤0.01%
2,325
-268
3085
$44K ﹤0.01%
23
-10
3086
$44K ﹤0.01%
1,345
-144
3087
$44K ﹤0.01%
2,546
+2,364
3088
$43K ﹤0.01%
1,259
-639
3089
$43K ﹤0.01%
46,492
+44,776
3090
$43K ﹤0.01%
4,707
-186
3091
$43K ﹤0.01%
+720
3092
$43K ﹤0.01%
4,492
3093
$43K ﹤0.01%
1,223
+792
3094
$43K ﹤0.01%
2,013
-394
3095
$43K ﹤0.01%
584
3096
$43K ﹤0.01%
1,121
+62
3097
$43K ﹤0.01%
1,310
-1,036
3098
$43K ﹤0.01%
3,186
-371
3099
$43K ﹤0.01%
1,122
3100
$43K ﹤0.01%
5,900
+5,837
122 123
124
125 126