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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
$25.1B
AUM Growth
+$981M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,286
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$85.9M
3
+$82.2M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$80.9M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$69.8M

Top Sells

1
+$130M
2
+$118M
3
+$80.2M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$78.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$74M

Sector Composition

1 Technology 8.15%
2 Financials 4.34%
3 Healthcare 3.5%
4 Consumer Discretionary 3.03%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4501
$4K ﹤0.01%
6,845
+4,641
4502
$4K ﹤0.01%
406
+97
4503
$4K ﹤0.01%
190
+47
4504
$4K ﹤0.01%
640
+231
4505
$4K ﹤0.01%
171
+58
4506
$4K ﹤0.01%
266
+21
4507
$4K ﹤0.01%
1,228
-1,675
4508
$4K ﹤0.01%
417
+1
4509
$4K ﹤0.01%
3,511
-192
4510
$4K ﹤0.01%
134
-540
4511
$4K ﹤0.01%
220
4512
$4K ﹤0.01%
2,517
-6,427
4513
$4K ﹤0.01%
146
+15
4514
$4K ﹤0.01%
68
-1
4515
$4K ﹤0.01%
378
4516
$4K ﹤0.01%
631
4517
$4K ﹤0.01%
750
4518
$4K ﹤0.01%
450
+108
4519
$4K ﹤0.01%
1,042
+946
4520
$4K ﹤0.01%
+163
4521
$4K ﹤0.01%
360
4522
$4K ﹤0.01%
120
+2
4523
$4K ﹤0.01%
558
+276
4524
$4K ﹤0.01%
4,169
+4,061
4525
$4K ﹤0.01%
163
179 180
181
182 183