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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
3526
$15K ﹤0.01%
349
+69
3527
$15K ﹤0.01%
400
3528
$15K ﹤0.01%
3,460
+1,042
3529
$15K ﹤0.01%
478
3530
$15K ﹤0.01%
1,329
-1,776
3531
$15K ﹤0.01%
2,205
-986
3532
$15K ﹤0.01%
470
+242
3533
$15K ﹤0.01%
902
3534
$15K ﹤0.01%
4,438
+480
3535
$15K ﹤0.01%
74
-28
3536
$15K ﹤0.01%
138
+9
3537
$15K ﹤0.01%
91
+18
3538
$15K ﹤0.01%
143
3539
$15K ﹤0.01%
783
-738
3540
$15K ﹤0.01%
264
+2
3541
$15K ﹤0.01%
798
+153
3542
$15K ﹤0.01%
1,424
-6
3543
$15K ﹤0.01%
135
+133
3544
$15K ﹤0.01%
466
-328
3545
$15K ﹤0.01%
3,032
+550
3546
$15K ﹤0.01%
743
+385
3547
$15K ﹤0.01%
174
-7
3548
$15K ﹤0.01%
522
-8,449
3549
$15K ﹤0.01%
19,316
3550
$15K ﹤0.01%
643
+183
140 141
142
143 144