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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
4526
$1K ﹤0.01%
34
4527
$1K ﹤0.01%
100
4528
$1K ﹤0.01%
+65
4529
$1K ﹤0.01%
32
+24
4530
$1K ﹤0.01%
1,350
4531
$1K ﹤0.01%
404
+14
4532
$1K ﹤0.01%
80
4533
$1K ﹤0.01%
159
+109
4534
$1K ﹤0.01%
60
-38
4535
$1K ﹤0.01%
268
+151
4536
$1K ﹤0.01%
73
-962
4537
$1K ﹤0.01%
162
+108
4538
$1K ﹤0.01%
14
4539
$1K ﹤0.01%
+386
4540
$1K ﹤0.01%
90
+47
4541
$1K ﹤0.01%
150
+120
4542
$1K ﹤0.01%
340
+85
4543
$1K ﹤0.01%
22
+14
4544
$1K ﹤0.01%
72
+42
4545
$1K ﹤0.01%
+100
4546
$1K ﹤0.01%
25
4547
$1K ﹤0.01%
48
+38
4548
$1K ﹤0.01%
+78
4549
$1K ﹤0.01%
827
+594
4550
$1K ﹤0.01%
+49
180 181
182
183 184