We are live on ! Find out more
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
3876
$8K ﹤0.01%
286
3877
$8K ﹤0.01%
1,936
+1,475
3878
$8K ﹤0.01%
250
-405
3879
$8K ﹤0.01%
991
-53
3880
$8K ﹤0.01%
686
+415
3881
$8K ﹤0.01%
623
+188
3882
$8K ﹤0.01%
749
-261
3883
$8K ﹤0.01%
139
+7
3884
$8K ﹤0.01%
165
+53
3885
$8K ﹤0.01%
+1,569
3886
$8K ﹤0.01%
3,477
+1,730
3887
$8K ﹤0.01%
2,112
-26
3888
$8K ﹤0.01%
1,042
-1,899
3889
$8K ﹤0.01%
408
+206
3890
$8K ﹤0.01%
136
3891
$8K ﹤0.01%
1,000
3892
$8K ﹤0.01%
261
3893
$8K ﹤0.01%
614
+170
3894
$8K ﹤0.01%
757
-98
3895
$8K ﹤0.01%
+1,841
3896
$8K ﹤0.01%
1,390
-14,378
3897
$8K ﹤0.01%
+1,192
3898
$8K ﹤0.01%
215
-810
3899
$8K ﹤0.01%
964
-383
3900
$8K ﹤0.01%
558
+142
154 155
156
157 158