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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
3726
$19K ﹤0.01%
3,988
+2,852
3727
$19K ﹤0.01%
1,291
-1,046
3728
$19K ﹤0.01%
271
+72
3729
$19K ﹤0.01%
525
-19
3730
$19K ﹤0.01%
845
3731
$18K ﹤0.01%
439
+92
3732
$18K ﹤0.01%
604
+73
3733
$18K ﹤0.01%
1,838
-2,111
3734
$18K ﹤0.01%
7,280
3735
$18K ﹤0.01%
2,099
+2,026
3736
$18K ﹤0.01%
514
3737
$18K ﹤0.01%
3,492
+130
3738
$18K ﹤0.01%
3,315
+2,373
3739
$18K ﹤0.01%
1,471
3740
$18K ﹤0.01%
300
3741
$18K ﹤0.01%
974
-638
3742
$18K ﹤0.01%
+3,000
3743
$18K ﹤0.01%
845
-1,588
3744
$18K ﹤0.01%
489
3745
$18K ﹤0.01%
981
+924
3746
$18K ﹤0.01%
373
+94
3747
$18K ﹤0.01%
1,212
-119
3748
$18K ﹤0.01%
15,597
+15,462
3749
$18K ﹤0.01%
391
+357
3750
$18K ﹤0.01%
310
148 149
150
151 152