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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
3626
$13K ﹤0.01%
257
-46
3627
$13K ﹤0.01%
+977
3628
$13K ﹤0.01%
499
+242
3629
$13K ﹤0.01%
+243
3630
$13K ﹤0.01%
1,230
+393
3631
$13K ﹤0.01%
548
+13
3632
$13K ﹤0.01%
416
+69
3633
$13K ﹤0.01%
+779
3634
$13K ﹤0.01%
1,899
+268
3635
$13K ﹤0.01%
1,402
+1,005
3636
$13K ﹤0.01%
885
3637
$13K ﹤0.01%
295
+6
3638
$13K ﹤0.01%
957
+231
3639
$13K ﹤0.01%
9,666
+7,159
3640
$13K ﹤0.01%
107
-676
3641
$13K ﹤0.01%
370
-235
3642
$13K ﹤0.01%
703
+228
3643
$13K ﹤0.01%
4,829
+329
3644
$13K ﹤0.01%
2,590
-1,895
3645
$13K ﹤0.01%
1,167
-277
3646
$13K ﹤0.01%
406
+51
3647
$13K ﹤0.01%
756
+536
3648
$13K ﹤0.01%
1,546
+309
3649
$13K ﹤0.01%
+590
3650
$13K ﹤0.01%
+521
144 145
146
147 148