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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
4376
$2K ﹤0.01%
284
4377
$2K ﹤0.01%
22
4378
$2K ﹤0.01%
172
+31
4379
$2K ﹤0.01%
124
-130
4380
$2K ﹤0.01%
94
4381
$2K ﹤0.01%
232
4382
$2K ﹤0.01%
362
-31
4383
$2K ﹤0.01%
68
+29
4384
$2K ﹤0.01%
807
-1,146
4385
$2K ﹤0.01%
12
+5
4386
$2K ﹤0.01%
1,223
+1,052
4387
$2K ﹤0.01%
273
4388
$2K ﹤0.01%
52
+2
4389
$2K ﹤0.01%
86
+3
4390
$2K ﹤0.01%
253
+128
4391
$2K ﹤0.01%
33
+27
4392
$2K ﹤0.01%
48
4393
$2K ﹤0.01%
179
-233
4394
$2K ﹤0.01%
145
+4
4395
$2K ﹤0.01%
343
+91
4396
$2K ﹤0.01%
102
4397
$2K ﹤0.01%
21
-35
4398
$2K ﹤0.01%
324
+24
4399
$2K ﹤0.01%
100
+79
4400
$2K ﹤0.01%
446
+293
174 175
176
177 178