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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
3976
$6K ﹤0.01%
3,203
+3,101
3977
$6K ﹤0.01%
340
+251
3978
$6K ﹤0.01%
1,670
-45
3979
$6K ﹤0.01%
+671
3980
$6K ﹤0.01%
181
+44
3981
$6K ﹤0.01%
+1,018
3982
$6K ﹤0.01%
378
-795
3983
$6K ﹤0.01%
116
3984
$6K ﹤0.01%
776
-174
3985
$6K ﹤0.01%
446
+62
3986
$6K ﹤0.01%
414
+383
3987
$6K ﹤0.01%
227
+134
3988
$6K ﹤0.01%
1,670
-1,047
3989
$6K ﹤0.01%
300
3990
$6K ﹤0.01%
676
+133
3991
$6K ﹤0.01%
310
3992
$6K ﹤0.01%
1,519
+615
3993
$6K ﹤0.01%
354
+81
3994
$6K ﹤0.01%
2,255
-466
3995
$6K ﹤0.01%
501
+184
3996
$6K ﹤0.01%
282
+74
3997
$6K ﹤0.01%
+974
3998
$6K ﹤0.01%
+431
3999
$6K ﹤0.01%
147
+14
4000
$6K ﹤0.01%
969
-4,743
158 159
160
161 162