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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
3251
$24K ﹤0.01%
1,651
+1,047
3252
$24K ﹤0.01%
304
-34
3253
$24K ﹤0.01%
387
-14
3254
$23K ﹤0.01%
211
-37
3255
$23K ﹤0.01%
1,550
-1,985
3256
$23K ﹤0.01%
882
+259
3257
$23K ﹤0.01%
596
+127
3258
$23K ﹤0.01%
1,027
+263
3259
$23K ﹤0.01%
895
3260
$23K ﹤0.01%
2,615
+267
3261
$23K ﹤0.01%
774
-2,028
3262
$23K ﹤0.01%
+753
3263
$23K ﹤0.01%
1,774
+1,020
3264
$23K ﹤0.01%
136
+17
3265
$23K ﹤0.01%
1,554
3266
$23K ﹤0.01%
721
+83
3267
$23K ﹤0.01%
1,977
+95
3268
$23K ﹤0.01%
6,221
-109
3269
$23K ﹤0.01%
839
+493
3270
$23K ﹤0.01%
3,264
-1,527
3271
$23K ﹤0.01%
584
-253
3272
$23K ﹤0.01%
347
+70
3273
$23K ﹤0.01%
1,262
+30
3274
$23K ﹤0.01%
217
+2
3275
$23K ﹤0.01%
657
-1
129 130
131
132 133