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
4476
$2K ﹤0.01%
68
+4
4477
$2K ﹤0.01%
145
+80
4478
$2K ﹤0.01%
200
4479
$2K ﹤0.01%
195
+79
4480
$2K ﹤0.01%
303
-1,335
4481
$2K ﹤0.01%
91
+12
4482
$2K ﹤0.01%
122
+20
4483
$2K ﹤0.01%
+156
4484
$2K ﹤0.01%
122
+109
4485
$2K ﹤0.01%
1,594
+637
4486
$2K ﹤0.01%
36
4487
$2K ﹤0.01%
35
4488
$2K ﹤0.01%
50
-20
4489
$2K ﹤0.01%
162
+68
4490
$1K ﹤0.01%
370
-475
4491
$1K ﹤0.01%
+66
4492
$1K ﹤0.01%
560
-600
4493
$1K ﹤0.01%
354
+136
4494
$1K ﹤0.01%
45
+20
4495
$1K ﹤0.01%
167
+12
4496
$1K ﹤0.01%
+38
4497
$1K ﹤0.01%
+13
4498
$1K ﹤0.01%
42
+31
4499
$1K ﹤0.01%
66
+29
4500
$1K ﹤0.01%
12
178 179
180
181 182