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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
4026
$6K ﹤0.01%
+100
4027
$6K ﹤0.01%
1,338
+144
4028
$6K ﹤0.01%
857
-409
4029
$6K ﹤0.01%
71
4030
$6K ﹤0.01%
293
4031
$6K ﹤0.01%
69
-3,067
4032
$6K ﹤0.01%
+197
4033
$6K ﹤0.01%
+227
4034
$6K ﹤0.01%
2,438
+990
4035
$6K ﹤0.01%
675
-1
4036
$6K ﹤0.01%
258
+160
4037
$6K ﹤0.01%
674
+171
4038
$6K ﹤0.01%
+427
4039
$6K ﹤0.01%
972
+733
4040
$6K ﹤0.01%
575
+106
4041
$6K ﹤0.01%
82
+33
4042
$6K ﹤0.01%
540
-5
4043
$6K ﹤0.01%
+140
4044
$6K ﹤0.01%
86
+49
4045
$6K ﹤0.01%
166
-155
4046
$6K ﹤0.01%
182
+76
4047
$6K ﹤0.01%
149
+61
4048
$6K ﹤0.01%
64
-539
4049
$6K ﹤0.01%
+4,166
4050
$6K ﹤0.01%
566
+475
160 161
162
163 164