We are live on ! Find out more
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
4251
$3K ﹤0.01%
128
-63
4252
$3K ﹤0.01%
+127
4253
$3K ﹤0.01%
1,163
+707
4254
$3K ﹤0.01%
366
+313
4255
$3K ﹤0.01%
35
+24
4256
$3K ﹤0.01%
500
4257
$3K ﹤0.01%
295
+7
4258
$3K ﹤0.01%
74
4259
$3K ﹤0.01%
868
+238
4260
$3K ﹤0.01%
278
+211
4261
$3K ﹤0.01%
749
+525
4262
$3K ﹤0.01%
82
+23
4263
$3K ﹤0.01%
450
4264
$3K ﹤0.01%
327
+38
4265
$3K ﹤0.01%
483
-1,264
4266
$3K ﹤0.01%
377
4267
$3K ﹤0.01%
153
4268
$3K ﹤0.01%
133
-62
4269
$3K ﹤0.01%
141
4270
$3K ﹤0.01%
85
-417
4271
$3K ﹤0.01%
107
+46
4272
$3K ﹤0.01%
+193
4273
$3K ﹤0.01%
300
+114
4274
$3K ﹤0.01%
500
-113
4275
$3K ﹤0.01%
170
+141
169 170
171
172 173