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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
4001
$6K ﹤0.01%
408
-48
4002
$6K ﹤0.01%
+344
4003
$6K ﹤0.01%
497
+71
4004
$6K ﹤0.01%
+515
4005
$6K ﹤0.01%
485
-321
4006
$6K ﹤0.01%
273
+131
4007
$6K ﹤0.01%
57
+9
4008
$6K ﹤0.01%
139
+61
4009
$6K ﹤0.01%
192
+134
4010
$6K ﹤0.01%
352
-1,742
4011
$6K ﹤0.01%
128
+60
4012
$6K ﹤0.01%
362
+160
4013
$6K ﹤0.01%
+460
4014
$6K ﹤0.01%
68
+32
4015
$6K ﹤0.01%
156
4016
$6K ﹤0.01%
601
+209
4017
$6K ﹤0.01%
278
+21
4018
$6K ﹤0.01%
1,039
+885
4019
$6K ﹤0.01%
824
+210
4020
$6K ﹤0.01%
239
4021
$6K ﹤0.01%
427
+37
4022
$6K ﹤0.01%
1,688
+1,606
4023
$6K ﹤0.01%
444
-253
4024
$6K ﹤0.01%
313
-31
4025
$6K ﹤0.01%
1,128
+829
159 160
161
162 163