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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
4276
$3K ﹤0.01%
500
4277
$3K ﹤0.01%
111
-39,082
4278
$3K ﹤0.01%
+376
4279
$3K ﹤0.01%
176
+155
4280
$3K ﹤0.01%
205
-30
4281
$3K ﹤0.01%
+339
4282
$3K ﹤0.01%
+32
4283
$3K ﹤0.01%
153
+5
4284
$3K ﹤0.01%
+492
4285
$3K ﹤0.01%
72
+45
4286
$3K ﹤0.01%
382
+213
4287
$3K ﹤0.01%
+255
4288
$3K ﹤0.01%
290
4289
$3K ﹤0.01%
97
+78
4290
$3K ﹤0.01%
611
-230
4291
$3K ﹤0.01%
+389
4292
$3K ﹤0.01%
51
4293
$3K ﹤0.01%
159
+50
4294
$3K ﹤0.01%
99
+96
4295
$3K ﹤0.01%
89
4296
$3K ﹤0.01%
1,030
-964
4297
$3K ﹤0.01%
320
-113
4298
$3K ﹤0.01%
97
+33
4299
$3K ﹤0.01%
190
+149
4300
$3K ﹤0.01%
2,549
+149
170 171
172
173 174