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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
4101
$5K ﹤0.01%
+86
4102
$5K ﹤0.01%
403
-1,152
4103
$5K ﹤0.01%
332
+120
4104
$5K ﹤0.01%
126
+104
4105
$5K ﹤0.01%
657
-100
4106
$5K ﹤0.01%
355
+91
4107
$5K ﹤0.01%
408
+16
4108
$5K ﹤0.01%
166
+69
4109
$5K ﹤0.01%
+354
4110
$5K ﹤0.01%
492
+72
4111
$5K ﹤0.01%
+422
4112
$5K ﹤0.01%
300
4113
$5K ﹤0.01%
461
+338
4114
$5K ﹤0.01%
222
-309
4115
$5K ﹤0.01%
99
+62
4116
$5K ﹤0.01%
1,108
+302
4117
$5K ﹤0.01%
151
+126
4118
$5K ﹤0.01%
242
+121
4119
$5K ﹤0.01%
+479
4120
$5K ﹤0.01%
358
4121
$5K ﹤0.01%
47
-5
4122
$5K ﹤0.01%
400
4123
$5K ﹤0.01%
210
+107
4124
$5K ﹤0.01%
1,316
+258
4125
$5K ﹤0.01%
369
+120
163 164
165
166 167