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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
3676
$12K ﹤0.01%
520
3677
$12K ﹤0.01%
1,259
+64
3678
$12K ﹤0.01%
+269
3679
$12K ﹤0.01%
+7,280
3680
$12K ﹤0.01%
+670
3681
$12K ﹤0.01%
438
+270
3682
$12K ﹤0.01%
3,904
-1,399
3683
$12K ﹤0.01%
+392
3684
$12K ﹤0.01%
230
+51
3685
$12K ﹤0.01%
265
+227
3686
$12K ﹤0.01%
566
-43
3687
$12K ﹤0.01%
324
-111
3688
$12K ﹤0.01%
117
+7
3689
$12K ﹤0.01%
200
3690
$12K ﹤0.01%
500
3691
$12K ﹤0.01%
209
3692
$12K ﹤0.01%
417
+102
3693
$12K ﹤0.01%
102
+39
3694
$12K ﹤0.01%
422
+2
3695
$12K ﹤0.01%
253
3696
$12K ﹤0.01%
261
-68
3697
$12K ﹤0.01%
277
-86
3698
$12K ﹤0.01%
984
+874
3699
$12K ﹤0.01%
1,121
-232
3700
$12K ﹤0.01%
1,591
+301
146 147
148
149 150