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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
4451
$2K ﹤0.01%
35
4452
$2K ﹤0.01%
50
-20
4453
$2K ﹤0.01%
162
+68
4454
$2K ﹤0.01%
+112
4455
$2K ﹤0.01%
198
+188
4456
$2K ﹤0.01%
56
+2
4457
$2K ﹤0.01%
+44
4458
$2K ﹤0.01%
915
-1,012
4459
$2K ﹤0.01%
+404
4460
$2K ﹤0.01%
423
-42
4461
$2K ﹤0.01%
197
+66
4462
$2K ﹤0.01%
96
+76
4463
$2K ﹤0.01%
+525
4464
$2K ﹤0.01%
97
4465
$2K ﹤0.01%
+258
4466
$2K ﹤0.01%
30
4467
$2K ﹤0.01%
+47
4468
$2K ﹤0.01%
781
+349
4469
$2K ﹤0.01%
53
-17
4470
$2K ﹤0.01%
117
+6
4471
$2K ﹤0.01%
46
+44
4472
$2K ﹤0.01%
295
+215
4473
$2K ﹤0.01%
143
+33
4474
$2K ﹤0.01%
481
-5,439
4475
$2K ﹤0.01%
286
+209
177 178
179
180 181