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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
4526
$4K ﹤0.01%
+500
4527
$4K ﹤0.01%
252
+127
4528
$4K ﹤0.01%
239
4529
$4K ﹤0.01%
237
+90
4530
$4K ﹤0.01%
174
+164
4531
$4K ﹤0.01%
880
+164
4532
$4K ﹤0.01%
374
+361
4533
$4K ﹤0.01%
779
+167
4534
$4K ﹤0.01%
223
+89
4535
$4K ﹤0.01%
3,111
-82
4536
$4K ﹤0.01%
528
-27
4537
$4K ﹤0.01%
354
4538
$4K ﹤0.01%
320
+122
4539
$4K ﹤0.01%
153
-47
4540
$4K ﹤0.01%
246
+183
4541
$4K ﹤0.01%
333
+266
4542
$4K ﹤0.01%
54
+21
4543
$4K ﹤0.01%
51
4544
$4K ﹤0.01%
352
+39
4545
$4K ﹤0.01%
3,577
+1,009
4546
$4K ﹤0.01%
4,172
+1,654
4547
$4K ﹤0.01%
157
4548
$4K ﹤0.01%
1,068
+45
4549
$4K ﹤0.01%
57
-6
4550
$4K ﹤0.01%
438
+394
180 181
182
183 184