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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
4501
$1K ﹤0.01%
217
+208
4502
$1K ﹤0.01%
45
4503
$1K ﹤0.01%
7
+4
4504
$1K ﹤0.01%
90
4505
$1K ﹤0.01%
75
-3
4506
$1K ﹤0.01%
24
4507
$1K ﹤0.01%
330
+200
4508
$1K ﹤0.01%
99
-347
4509
$1K ﹤0.01%
+132
4510
$1K ﹤0.01%
18
4511
$1K ﹤0.01%
94
+75
4512
$1K ﹤0.01%
77
+54
4513
$1K ﹤0.01%
+80
4514
$1K ﹤0.01%
+344
4515
$1K ﹤0.01%
212
+177
4516
$1K ﹤0.01%
19
4517
$1K ﹤0.01%
169
+5
4518
$1K ﹤0.01%
+94
4519
$1K ﹤0.01%
676
+499
4520
$1K ﹤0.01%
100
4521
$1K ﹤0.01%
+201
4522
$1K ﹤0.01%
710
+334
4523
$1K ﹤0.01%
12
-14
4524
$1K ﹤0.01%
28
+20
4525
$1K ﹤0.01%
246
-254
179 180
181
182 183