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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
3476
$17K ﹤0.01%
1,599
+156
3477
$17K ﹤0.01%
920
+330
3478
$17K ﹤0.01%
1,467
+819
3479
$17K ﹤0.01%
1,083
-418
3480
$17K ﹤0.01%
591
-600
3481
$17K ﹤0.01%
2,666
-75
3482
$16K ﹤0.01%
1,417
+192
3483
$16K ﹤0.01%
418
+32
3484
$16K ﹤0.01%
318
3485
$16K ﹤0.01%
9,097
-6,423
3486
$16K ﹤0.01%
579
3487
$16K ﹤0.01%
140
+83
3488
$16K ﹤0.01%
485
+218
3489
$16K ﹤0.01%
672
-203
3490
$16K ﹤0.01%
470
3491
$16K ﹤0.01%
1,462
-647
3492
$16K ﹤0.01%
553
3493
$16K ﹤0.01%
356
3494
$16K ﹤0.01%
1,053
+533
3495
$16K ﹤0.01%
354
+197
3496
$16K ﹤0.01%
295
-88
3497
$16K ﹤0.01%
2,267
+904
3498
$16K ﹤0.01%
1,210
+418
3499
$16K ﹤0.01%
281
+91
3500
$16K ﹤0.01%
244
-441
138 139
140
141 142