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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
3426
$18K ﹤0.01%
647
+204
3427
$18K ﹤0.01%
79
+35
3428
$18K ﹤0.01%
1,002
+129
3429
$18K ﹤0.01%
1,434
+25
3430
$18K ﹤0.01%
225
+38
3431
$18K ﹤0.01%
784
-562
3432
$18K ﹤0.01%
1,334
+1,117
3433
$18K ﹤0.01%
568
-66
3434
$18K ﹤0.01%
725
+434
3435
$18K ﹤0.01%
3,844
+3,410
3436
$18K ﹤0.01%
7,680
+3,429
3437
$18K ﹤0.01%
1,795
+14
3438
$18K ﹤0.01%
3,082
-1,455
3439
$18K ﹤0.01%
634
+26
3440
$18K ﹤0.01%
1,219
+19
3441
$18K ﹤0.01%
2,627
+1,983
3442
$17K ﹤0.01%
400
3443
$17K ﹤0.01%
1,319
-1,439
3444
$17K ﹤0.01%
514
3445
$17K ﹤0.01%
548
3446
$17K ﹤0.01%
1,000
3447
$17K ﹤0.01%
1,114
3448
$17K ﹤0.01%
290
-647
3449
$17K ﹤0.01%
248
3450
$17K ﹤0.01%
1,882
+332
136 137
138
139 140