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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
4076
$5K ﹤0.01%
+151
4077
$5K ﹤0.01%
33
+22
4078
$5K ﹤0.01%
245
+35
4079
$5K ﹤0.01%
378
4080
$5K ﹤0.01%
2,079
4081
$5K ﹤0.01%
90
4082
$5K ﹤0.01%
64
-130
4083
$5K ﹤0.01%
943
+1
4084
$5K ﹤0.01%
833
4085
$5K ﹤0.01%
1,839
+1,053
4086
$5K ﹤0.01%
2,224
+326
4087
$5K ﹤0.01%
122
4088
$5K ﹤0.01%
95
4089
$5K ﹤0.01%
126
+66
4090
$5K ﹤0.01%
300
4091
$5K ﹤0.01%
164
4092
$5K ﹤0.01%
172
+100
4093
$5K ﹤0.01%
70
4094
$5K ﹤0.01%
50
4095
$5K ﹤0.01%
589
4096
$5K ﹤0.01%
1,705
+1,086
4097
$5K ﹤0.01%
275
+121
4098
$5K ﹤0.01%
276
+30
4099
$5K ﹤0.01%
194
4100
$5K ﹤0.01%
366
+45
162 163
164
165 166