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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
3826
$9K ﹤0.01%
+549
3827
$9K ﹤0.01%
975
+857
3828
$9K ﹤0.01%
399
3829
$9K ﹤0.01%
3,744
+2,478
3830
$9K ﹤0.01%
760
-252
3831
$9K ﹤0.01%
205
+65
3832
$9K ﹤0.01%
548
+236
3833
$9K ﹤0.01%
342
+8
3834
$9K ﹤0.01%
459
-6
3835
$9K ﹤0.01%
1,505
+235
3836
$9K ﹤0.01%
912
-2,098
3837
$9K ﹤0.01%
627
3838
$9K ﹤0.01%
116
+79
3839
$9K ﹤0.01%
1,261
-2,941
3840
$9K ﹤0.01%
1,425
+212
3841
$9K ﹤0.01%
233
3842
$9K ﹤0.01%
65
+36
3843
$9K ﹤0.01%
545
-253
3844
$9K ﹤0.01%
363
3845
$9K ﹤0.01%
746
+188
3846
$9K ﹤0.01%
39
+15
3847
$9K ﹤0.01%
300
+10
3848
$9K ﹤0.01%
710
-249
3849
$9K ﹤0.01%
140
+3
3850
$9K ﹤0.01%
63
152 153
154
155 156