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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
4301
$3K ﹤0.01%
+148
4302
$3K ﹤0.01%
+108
4303
$3K ﹤0.01%
+84
4304
$3K ﹤0.01%
692
+424
4305
$3K ﹤0.01%
2,567
+78
4306
$3K ﹤0.01%
56
4307
$3K ﹤0.01%
415
+204
4308
$3K ﹤0.01%
418
-300
4309
$3K ﹤0.01%
42
4310
$3K ﹤0.01%
67
4311
$3K ﹤0.01%
+469
4312
$3K ﹤0.01%
+169
4313
$3K ﹤0.01%
200
4314
$3K ﹤0.01%
78
+52
4315
$3K ﹤0.01%
920
-32
4316
$3K ﹤0.01%
117
+25
4317
$3K ﹤0.01%
35
4318
$3K ﹤0.01%
41
-119
4319
$3K ﹤0.01%
468
+37
4320
$3K ﹤0.01%
+180
4321
$3K ﹤0.01%
+7
4322
$3K ﹤0.01%
+102
4323
$3K ﹤0.01%
99
+50
4324
$3K ﹤0.01%
+219
4325
$3K ﹤0.01%
120
+89
171 172
173
174 175