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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
3851
$9K ﹤0.01%
201
-3
3852
$9K ﹤0.01%
271
+3
3853
$9K ﹤0.01%
200
-104
3854
$9K ﹤0.01%
459
+369
3855
$9K ﹤0.01%
200
3856
$9K ﹤0.01%
2,431
+2,356
3857
$9K ﹤0.01%
155
+20
3858
$9K ﹤0.01%
+284
3859
$9K ﹤0.01%
567
+291
3860
$9K ﹤0.01%
231
+6
3861
$9K ﹤0.01%
2,060
+22
3862
$9K ﹤0.01%
624
+273
3863
$9K ﹤0.01%
214
+156
3864
$8K ﹤0.01%
1,486
3865
$8K ﹤0.01%
452
+51
3866
$8K ﹤0.01%
869
-37
3867
$8K ﹤0.01%
195
+117
3868
$8K ﹤0.01%
294
+70
3869
$8K ﹤0.01%
870
+38
3870
$8K ﹤0.01%
3,086
-1,430
3871
$8K ﹤0.01%
241
-406
3872
$8K ﹤0.01%
476
+99
3873
$8K ﹤0.01%
877
+26
3874
$8K ﹤0.01%
167
+1
3875
$8K ﹤0.01%
322
+80
153 154
155
156 157