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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
3676
$20K ﹤0.01%
359
-2,171
3677
$20K ﹤0.01%
263
-185
3678
$20K ﹤0.01%
530
-96
3679
$20K ﹤0.01%
821
3680
$20K ﹤0.01%
835
+14
3681
$20K ﹤0.01%
1,983
+580
3682
$20K ﹤0.01%
318
3683
$20K ﹤0.01%
280
+43
3684
$20K ﹤0.01%
22,041
+17,743
3685
$20K ﹤0.01%
397
3686
$19K ﹤0.01%
251
3687
$19K ﹤0.01%
13,311
+13,291
3688
$19K ﹤0.01%
12,752
+11,426
3689
$19K ﹤0.01%
264
-419
3690
$19K ﹤0.01%
1,115
+60
3691
$19K ﹤0.01%
668
-486
3692
$19K ﹤0.01%
356
+45
3693
$19K ﹤0.01%
15
3694
$19K ﹤0.01%
8,705
+5,662
3695
$19K ﹤0.01%
758
+277
3696
$19K ﹤0.01%
1,003
+448
3697
$19K ﹤0.01%
996
+147
3698
$19K ﹤0.01%
538
+100
3699
$19K ﹤0.01%
360
3700
$19K ﹤0.01%
473
+142
146 147
148
149 150