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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
3801
$17K ﹤0.01%
3,601
+2,850
3802
$17K ﹤0.01%
979
3803
$17K ﹤0.01%
759
-93
3804
$17K ﹤0.01%
820
-286
3805
$17K ﹤0.01%
6,339
+4,604
3806
$17K ﹤0.01%
541
3807
$17K ﹤0.01%
389
+138
3808
$17K ﹤0.01%
+825
3809
$17K ﹤0.01%
6,378
+1,981
3810
$17K ﹤0.01%
2,238
+413
3811
$17K ﹤0.01%
6,296
+4,760
3812
$17K ﹤0.01%
9,576
-2,515
3813
$16K ﹤0.01%
6,904
-11,261
3814
$16K ﹤0.01%
1,833
+302
3815
$16K ﹤0.01%
259
+239
3816
$16K ﹤0.01%
579
3817
$16K ﹤0.01%
438
-20
3818
$16K ﹤0.01%
+840
3819
$16K ﹤0.01%
3,713
+38
3820
$16K ﹤0.01%
453
3821
$16K ﹤0.01%
7,206
+3,959
3822
$16K ﹤0.01%
333
+178
3823
$16K ﹤0.01%
591
3824
$16K ﹤0.01%
156
-186
3825
$16K ﹤0.01%
65
-18
151 152
153
154 155