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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
3901
$8K ﹤0.01%
272
+166
3902
$8K ﹤0.01%
500
3903
$8K ﹤0.01%
1,697
-253
3904
$8K ﹤0.01%
421
+391
3905
$8K ﹤0.01%
67
3906
$8K ﹤0.01%
128
+118
3907
$8K ﹤0.01%
341
3908
$8K ﹤0.01%
377
-150
3909
$8K ﹤0.01%
1,191
-2,494
3910
$8K ﹤0.01%
170
+41
3911
$8K ﹤0.01%
279
3912
$7K ﹤0.01%
81
+49
3913
$7K ﹤0.01%
574
+97
3914
$7K ﹤0.01%
37
+7
3915
$7K ﹤0.01%
167
-67
3916
$7K ﹤0.01%
2,696
+154
3917
$7K ﹤0.01%
434
+433
3918
$7K ﹤0.01%
242
+84
3919
$7K ﹤0.01%
432
-124
3920
$7K ﹤0.01%
3,889
-181
3921
$7K ﹤0.01%
1,212
-125
3922
$7K ﹤0.01%
1,143
+879
3923
$7K ﹤0.01%
1,652
+520
3924
$7K ﹤0.01%
51
3925
$7K ﹤0.01%
1,937
+1,540
155 156
157
158 159