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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
3451
$17K ﹤0.01%
+1,379
3452
$17K ﹤0.01%
31
+15
3453
$17K ﹤0.01%
187
-38
3454
$17K ﹤0.01%
213
+161
3455
$17K ﹤0.01%
1,545
+228
3456
$17K ﹤0.01%
21,292
+2,792
3457
$17K ﹤0.01%
533
+341
3458
$17K ﹤0.01%
326
+87
3459
$17K ﹤0.01%
5,022
+726
3460
$17K ﹤0.01%
3,131
-12,629
3461
$17K ﹤0.01%
2,439
+41
3462
$17K ﹤0.01%
1,034
+1
3463
$17K ﹤0.01%
548
-221
3464
$17K ﹤0.01%
482
+36
3465
$17K ﹤0.01%
1,234
+188
3466
$17K ﹤0.01%
560
-381
3467
$17K ﹤0.01%
61
-61
3468
$17K ﹤0.01%
8,902
+7,314
3469
$17K ﹤0.01%
3,884
+993
3470
$17K ﹤0.01%
1,610
-450
3471
$17K ﹤0.01%
1,497
-1,899
3472
$17K ﹤0.01%
435
+75
3473
$17K ﹤0.01%
+1,426
3474
$17K ﹤0.01%
245
3475
$17K ﹤0.01%
5,984
-2,169
137 138
139
140 141