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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
3726
$11K ﹤0.01%
3,962
+1,860
3727
$11K ﹤0.01%
300
3728
$11K ﹤0.01%
552
+300
3729
$11K ﹤0.01%
809
+367
3730
$11K ﹤0.01%
631
+161
3731
$11K ﹤0.01%
802
+792
3732
$11K ﹤0.01%
551
+145
3733
$11K ﹤0.01%
257
+126
3734
$11K ﹤0.01%
412
+155
3735
$11K ﹤0.01%
74
3736
$11K ﹤0.01%
592
+123
3737
$11K ﹤0.01%
1,503
-1,858
3738
$11K ﹤0.01%
980
+956
3739
$11K ﹤0.01%
1,463
+235
3740
$11K ﹤0.01%
1,101
+1,069
3741
$11K ﹤0.01%
351
+222
3742
$11K ﹤0.01%
158
+64
3743
$11K ﹤0.01%
446
-285
3744
$11K ﹤0.01%
211
-119
3745
$11K ﹤0.01%
+493
3746
$11K ﹤0.01%
+453
3747
$11K ﹤0.01%
+549
3748
$11K ﹤0.01%
+522
3749
$11K ﹤0.01%
1,633
+325
3750
$11K ﹤0.01%
600
148 149
150
151 152