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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
3751
$18K ﹤0.01%
2,172
+15
3752
$18K ﹤0.01%
350
3753
$18K ﹤0.01%
2,000
3754
$18K ﹤0.01%
944
+432
3755
$18K ﹤0.01%
1,808
+1,577
3756
$18K ﹤0.01%
10,357
+9,254
3757
$18K ﹤0.01%
4,936
+3,626
3758
$18K ﹤0.01%
809
+7
3759
$18K ﹤0.01%
1,213
+16
3760
$18K ﹤0.01%
486
3761
$18K ﹤0.01%
346
+179
3762
$18K ﹤0.01%
654
+104
3763
$18K ﹤0.01%
1,980
+1,852
3764
$18K ﹤0.01%
2,837
+1,413
3765
$18K ﹤0.01%
298
+47
3766
$18K ﹤0.01%
210
+81
3767
$18K ﹤0.01%
417
+249
3768
$18K ﹤0.01%
726
-788
3769
$18K ﹤0.01%
490
+136
3770
$18K ﹤0.01%
3,703
+11
3771
$18K ﹤0.01%
2,295
3772
$18K ﹤0.01%
+495
3773
$18K ﹤0.01%
1,400
+175
3774
$17K ﹤0.01%
187
+80
3775
$17K ﹤0.01%
26,264
+5,056
149 150
151
152 153