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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
$25.1B
AUM Growth
+$981M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,286
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$85.9M
3
+$82.2M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$80.9M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$69.8M

Top Sells

1
+$130M
2
+$118M
3
+$80.2M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$78.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$74M

Sector Composition

1 Technology 8.15%
2 Financials 4.34%
3 Healthcare 3.5%
4 Consumer Discretionary 3.03%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3576
$23K ﹤0.01%
1,009
3577
$23K ﹤0.01%
577
+413
3578
$23K ﹤0.01%
1,170
-841
3579
$23K ﹤0.01%
2,906
+1,710
3580
$23K ﹤0.01%
116
-39
3581
$23K ﹤0.01%
1,579
3582
$23K ﹤0.01%
10,704
+10,655
3583
$23K ﹤0.01%
1,341
+80
3584
$23K ﹤0.01%
1,566
+600
3585
$23K ﹤0.01%
2,965
+2,042
3586
$22K ﹤0.01%
3,272
-492
3587
$22K ﹤0.01%
3,254
+46
3588
$22K ﹤0.01%
117
+59
3589
$22K ﹤0.01%
1,411
+37
3590
$22K ﹤0.01%
628
+165
3591
$22K ﹤0.01%
293
+97
3592
$22K ﹤0.01%
1,922
-2,035
3593
$22K ﹤0.01%
1,000
3594
$22K ﹤0.01%
444
-58
3595
$22K ﹤0.01%
535
-444
3596
$22K ﹤0.01%
304
3597
$22K ﹤0.01%
570
+331
3598
$22K ﹤0.01%
430
-87
3599
$22K ﹤0.01%
842
3600
$22K ﹤0.01%
1,457
+347
142 143
144
145 146