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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
4326
$3K ﹤0.01%
679
-23
4327
$3K ﹤0.01%
336
+32
4328
$3K ﹤0.01%
133
+89
4329
$3K ﹤0.01%
+278
4330
$3K ﹤0.01%
1,107
-17
4331
$3K ﹤0.01%
133
+95
4332
$3K ﹤0.01%
619
+41
4333
$3K ﹤0.01%
152
+87
4334
$3K ﹤0.01%
197
-2,561
4335
$3K ﹤0.01%
132
+24
4336
$2K ﹤0.01%
+733
4337
$2K ﹤0.01%
349
-1,119
4338
$2K ﹤0.01%
98
4339
$2K ﹤0.01%
323
+97
4340
$2K ﹤0.01%
25
4341
$2K ﹤0.01%
117
+104
4342
$2K ﹤0.01%
217
+85
4343
$2K ﹤0.01%
130
+11
4344
$2K ﹤0.01%
94
+36
4345
$2K ﹤0.01%
+95
4346
$2K ﹤0.01%
+39
4347
$2K ﹤0.01%
63
+39
4348
$2K ﹤0.01%
+31
4349
$2K ﹤0.01%
+71
4350
$2K ﹤0.01%
+77
172 173
174
175 176