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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
3576
$14K ﹤0.01%
905
+75
3577
$14K ﹤0.01%
272
+106
3578
$14K ﹤0.01%
690
-105
3579
$14K ﹤0.01%
1,344
-25
3580
$14K ﹤0.01%
3,377
-404
3581
$14K ﹤0.01%
535
+93
3582
$14K ﹤0.01%
996
+965
3583
$14K ﹤0.01%
65
-38
3584
$14K ﹤0.01%
1,333
-56
3585
$14K ﹤0.01%
885
+274
3586
$14K ﹤0.01%
126
-66
3587
$14K ﹤0.01%
938
-72
3588
$14K ﹤0.01%
575
3589
$14K ﹤0.01%
219
+104
3590
$14K ﹤0.01%
1,107
+707
3591
$14K ﹤0.01%
450
3592
$14K ﹤0.01%
630
3593
$14K ﹤0.01%
404
+279
3594
$14K ﹤0.01%
1,106
-149
3595
$14K ﹤0.01%
+191
3596
$14K ﹤0.01%
505
+59
3597
$14K ﹤0.01%
225
+4
3598
$14K ﹤0.01%
83
+5
3599
$14K ﹤0.01%
544
3600
$14K ﹤0.01%
150
142 143
144
145 146