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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
3701
$12K ﹤0.01%
840
+282
3702
$12K ﹤0.01%
1,398
3703
$12K ﹤0.01%
323
+244
3704
$12K ﹤0.01%
602
+147
3705
$12K ﹤0.01%
1,579
-649
3706
$12K ﹤0.01%
242
+51
3707
$12K ﹤0.01%
2,172
+437
3708
$12K ﹤0.01%
5,300
-1,005
3709
$12K ﹤0.01%
+1,912
3710
$11K ﹤0.01%
2,248
+121
3711
$11K ﹤0.01%
345
+21
3712
$11K ﹤0.01%
500
3713
$11K ﹤0.01%
950
-2,071
3714
$11K ﹤0.01%
591
3715
$11K ﹤0.01%
1,544
+1,326
3716
$11K ﹤0.01%
416
3717
$11K ﹤0.01%
380
3718
$11K ﹤0.01%
452
+2
3719
$11K ﹤0.01%
508
3720
$11K ﹤0.01%
331
3721
$11K ﹤0.01%
518
+291
3722
$11K ﹤0.01%
310
+219
3723
$11K ﹤0.01%
136
3724
$11K ﹤0.01%
238
-4
3725
$11K ﹤0.01%
3,829
+122
147 148
149
150 151