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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
3826
$16K ﹤0.01%
2,348
+1,278
3827
$16K ﹤0.01%
2,663
+1,195
3828
$16K ﹤0.01%
1,174
-224
3829
$16K ﹤0.01%
2,091
+1,497
3830
$16K ﹤0.01%
275
+202
3831
$16K ﹤0.01%
1,026
-142
3832
$16K ﹤0.01%
140
3833
$16K ﹤0.01%
315
3834
$16K ﹤0.01%
633
+504
3835
$16K ﹤0.01%
234
+4
3836
$16K ﹤0.01%
445
3837
$16K ﹤0.01%
898
+431
3838
$16K ﹤0.01%
504
+3
3839
$16K ﹤0.01%
1,249
+1,157
3840
$16K ﹤0.01%
3,789
+633
3841
$16K ﹤0.01%
2,480
+41
3842
$16K ﹤0.01%
237
+53
3843
$16K ﹤0.01%
545
3844
$16K ﹤0.01%
19,316
3845
$16K ﹤0.01%
1,882
3846
$16K ﹤0.01%
1,199
+69
3847
$16K ﹤0.01%
4,857
+1,577
3848
$16K ﹤0.01%
4,180
+4,132
3849
$16K ﹤0.01%
300
3850
$16K ﹤0.01%
970
+888
152 153
154
155 156