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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
3651
$13K ﹤0.01%
273
3652
$13K ﹤0.01%
397
+225
3653
$12K ﹤0.01%
110
+17
3654
$12K ﹤0.01%
1,892
+421
3655
$12K ﹤0.01%
700
+10
3656
$12K ﹤0.01%
138
+39
3657
$12K ﹤0.01%
1,928
+192
3658
$12K ﹤0.01%
1,051
+892
3659
$12K ﹤0.01%
541
+21
3660
$12K ﹤0.01%
44
-4
3661
$12K ﹤0.01%
542
+9
3662
$12K ﹤0.01%
5,424
-323
3663
$12K ﹤0.01%
389
+69
3664
$12K ﹤0.01%
5,291
+4,197
3665
$12K ﹤0.01%
1,919
+849
3666
$12K ﹤0.01%
626
-2,402
3667
$12K ﹤0.01%
230
+41
3668
$12K ﹤0.01%
334
-2,010
3669
$12K ﹤0.01%
156
+142
3670
$12K ﹤0.01%
1,346
-445
3671
$12K ﹤0.01%
89
+52
3672
$12K ﹤0.01%
443
3673
$12K ﹤0.01%
264
+33
3674
$12K ﹤0.01%
213
-26
3675
$12K ﹤0.01%
298
+31
145 146
147
148 149