Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
+$181M
2
+$164M
3
+$61M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$53.2M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$47.8M

Top Sells

1
+$119M
2
+$73.6M
3
+$64.3M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$55.5M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$28.5M

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
426
$5.34M 0.02%
129,038
+90,243
427
$5.32M 0.02%
106,598
+2,574
428
$5.25M 0.02%
14,544
-21
429
$5.23M 0.02%
227,268
+23,155
430
$5.21M 0.02%
55,858
-8,023
431
$5.18M 0.02%
44,194
-2,016
432
$5.15M 0.02%
205,689
+26,080
433
$5.15M 0.02%
29,651
+2,097
434
$5.14M 0.02%
25,658
-4,251
435
$5.11M 0.02%
42,700
+18,527
436
$5.05M 0.02%
106,348
-8,077
437
$5.03M 0.02%
43,594
+1,342
438
$4.99M 0.02%
37,859
-778
439
$4.97M 0.02%
18,955
+1,231
440
$4.96M 0.02%
10,403
+639
441
$4.96M 0.02%
82,099
-77,455
442
$4.96M 0.02%
29,710
+1,780
443
$4.92M 0.02%
22,050
+523
444
$4.91M 0.02%
46,650
+2,805
445
$4.91M 0.02%
206,586
+130,490
446
$4.86M 0.02%
128,917
+27,860
447
$4.84M 0.02%
13,977
+162
448
$4.83M 0.02%
60,029
-3,304
449
$4.83M 0.02%
12,859
-1,269
450
$4.82M 0.02%
51,772
+14,900
16 17
18
19 20