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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
3151
$28K ﹤0.01%
800
-257
3152
$28K ﹤0.01%
819
+435
3153
$28K ﹤0.01%
206
+32
3154
$28K ﹤0.01%
2,940
-285
3155
$28K ﹤0.01%
1,696
+104
3156
$28K ﹤0.01%
1,036
+5
3157
$28K ﹤0.01%
574
+97
3158
$28K ﹤0.01%
364
+145
3159
$28K ﹤0.01%
982
-2,925
3160
$27K ﹤0.01%
2,552
-397
3161
$27K ﹤0.01%
2,565
+166
3162
$27K ﹤0.01%
1,623
+304
3163
$27K ﹤0.01%
1,386
+1,385
3164
$27K ﹤0.01%
2,419
+1,057
3165
$27K ﹤0.01%
2,226
-386
3166
$27K ﹤0.01%
697
3167
$27K ﹤0.01%
8,002
+7,487
3168
$27K ﹤0.01%
1,600
+1,480
3169
$27K ﹤0.01%
1,482
+13
3170
$27K ﹤0.01%
305
+113
3171
$27K ﹤0.01%
3,652
+1,583
3172
$27K ﹤0.01%
1,905
+141
3173
$27K ﹤0.01%
463
+1
3174
$27K ﹤0.01%
2,741
-652
3175
$27K ﹤0.01%
+758
125 126
127
128 129