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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
3601
$14K ﹤0.01%
920
+408
3602
$14K ﹤0.01%
439
-9
3603
$13K ﹤0.01%
941
-718
3604
$13K ﹤0.01%
167
3605
$13K ﹤0.01%
27
+26
3606
$13K ﹤0.01%
+301
3607
$13K ﹤0.01%
394
3608
$13K ﹤0.01%
255
3609
$13K ﹤0.01%
+360
3610
$13K ﹤0.01%
271
3611
$13K ﹤0.01%
1,095
+12
3612
$13K ﹤0.01%
861
+58
3613
$13K ﹤0.01%
+361
3614
$13K ﹤0.01%
1,480
+1,080
3615
$13K ﹤0.01%
300
3616
$13K ﹤0.01%
343
+135
3617
$13K ﹤0.01%
1,619
-206
3618
$13K ﹤0.01%
746
+601
3619
$13K ﹤0.01%
705
-361
3620
$13K ﹤0.01%
296
3621
$13K ﹤0.01%
718
+120
3622
$13K ﹤0.01%
4,086
-687
3623
$13K ﹤0.01%
+1,000
3624
$13K ﹤0.01%
368
+211
3625
$13K ﹤0.01%
817
+595
143 144
145
146 147