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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
3501
$16K ﹤0.01%
1,543
+837
3502
$16K ﹤0.01%
2,852
+79
3503
$16K ﹤0.01%
145
+46
3504
$16K ﹤0.01%
2,429
+293
3505
$16K ﹤0.01%
332
+135
3506
$16K ﹤0.01%
795
+6
3507
$16K ﹤0.01%
890
+183
3508
$16K ﹤0.01%
617
+17
3509
$16K ﹤0.01%
531
3510
$16K ﹤0.01%
186
-59
3511
$16K ﹤0.01%
683
+3
3512
$16K ﹤0.01%
668
+384
3513
$16K ﹤0.01%
560
+247
3514
$16K ﹤0.01%
397
-22
3515
$16K ﹤0.01%
166
-1
3516
$16K ﹤0.01%
251
3517
$16K ﹤0.01%
620
-3,085
3518
$16K ﹤0.01%
670
3519
$16K ﹤0.01%
3,942
-2,658
3520
$16K ﹤0.01%
1,527
+1,441
3521
$16K ﹤0.01%
684
+28
3522
$16K ﹤0.01%
367
3523
$16K ﹤0.01%
300
3524
$16K ﹤0.01%
315
3525
$16K ﹤0.01%
618
-188
139 140
141
142 143