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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
3851
$16K ﹤0.01%
711
-72
3852
$16K ﹤0.01%
+1,599
3853
$15K ﹤0.01%
413
-260
3854
$15K ﹤0.01%
+382
3855
$15K ﹤0.01%
318
3856
$15K ﹤0.01%
864
+690
3857
$15K ﹤0.01%
4,086
+1,221
3858
$15K ﹤0.01%
548
3859
$15K ﹤0.01%
2,752
+2,698
3860
$15K ﹤0.01%
1,097
+130
3861
$15K ﹤0.01%
+236
3862
$15K ﹤0.01%
605
+305
3863
$15K ﹤0.01%
1,895
+1,531
3864
$15K ﹤0.01%
3,479
+1,222
3865
$15K ﹤0.01%
1,000
3866
$15K ﹤0.01%
769
+10
3867
$15K ﹤0.01%
5,132
+5,092
3868
$15K ﹤0.01%
254
+45
3869
$15K ﹤0.01%
300
+88
3870
$15K ﹤0.01%
1,299
+445
3871
$15K ﹤0.01%
2,368
+862
3872
$15K ﹤0.01%
2,361
+708
3873
$15K ﹤0.01%
1,122
-4,939
3874
$15K ﹤0.01%
7,724
3875
$15K ﹤0.01%
230
-80
153 154
155
156 157