We are live on ! Find out more
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
4551
$1K ﹤0.01%
1,271
-125
4552
$1K ﹤0.01%
+200
4553
$1K ﹤0.01%
370
-475
4554
$1K ﹤0.01%
+66
4555
$1K ﹤0.01%
560
-600
4556
$1K ﹤0.01%
167
+12
4557
$1K ﹤0.01%
+38
4558
$1K ﹤0.01%
+13
4559
$1K ﹤0.01%
42
+31
4560
$1K ﹤0.01%
66
+29
4561
$1K ﹤0.01%
183
+99
4562
$1K ﹤0.01%
188
-22
4563
$1K ﹤0.01%
84
+64
4564
$1K ﹤0.01%
39
+26
4565
$1K ﹤0.01%
+420
4566
$1K ﹤0.01%
20
4567
$1K ﹤0.01%
27
-10
4568
$1K ﹤0.01%
659
+564
4569
$1K ﹤0.01%
337
-39
4570
$1K ﹤0.01%
164
+44
4571
$1K ﹤0.01%
83
+37
4572
$1K ﹤0.01%
256
4573
$1K ﹤0.01%
+150
4574
$1K ﹤0.01%
12
4575
$1K ﹤0.01%
499
+99
181 182
183
184 185