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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
4476
$2K ﹤0.01%
145
+76
4477
$2K ﹤0.01%
+1,084
4478
$2K ﹤0.01%
64
+41
4479
$2K ﹤0.01%
146
-511
4480
$2K ﹤0.01%
150
+133
4481
$2K ﹤0.01%
286
-1,331
4482
$2K ﹤0.01%
227
+222
4483
$2K ﹤0.01%
227
+207
4484
$2K ﹤0.01%
+1,456
4485
$2K ﹤0.01%
1,000
4486
$2K ﹤0.01%
40
+28
4487
$2K ﹤0.01%
71
+43
4488
$2K ﹤0.01%
148
4489
$2K ﹤0.01%
335
+27
4490
$1K ﹤0.01%
56
+33
4491
$1K ﹤0.01%
+28
4492
$1K ﹤0.01%
+26
4493
$1K ﹤0.01%
65
+9
4494
$1K ﹤0.01%
125
+44
4495
$1K ﹤0.01%
14
+11
4496
$1K ﹤0.01%
55
+38
4497
$1K ﹤0.01%
+316
4498
$1K ﹤0.01%
38
+16
4499
$1K ﹤0.01%
+74
4500
$1K ﹤0.01%
36
178 179
180
181 182