Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
+$181M
2
+$164M
3
+$61M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$53.2M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$47.8M

Top Sells

1
+$119M
2
+$73.6M
3
+$64.3M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$55.5M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$28.5M

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%
1,500
4552
$1K ﹤0.01%
310
4553
$1K ﹤0.01%
45
+44
4554
$1K ﹤0.01%
+348
4555
$1K ﹤0.01%
+371
4556
$1K ﹤0.01%
15
+8
4557
$1K ﹤0.01%
+57
4558
$1K ﹤0.01%
+200
4559
$1K ﹤0.01%
+212
4560
$1K ﹤0.01%
77
+28
4561
$1K ﹤0.01%
380
+304
4562
$1K ﹤0.01%
123
+75
4563
$1K ﹤0.01%
165
+50
4564
$1K ﹤0.01%
264
+181
4565
$1K ﹤0.01%
385
+324
4566
$1K ﹤0.01%
249
+205
4567
$1K ﹤0.01%
105
-22
4568
$1K ﹤0.01%
730
+8
4569
$1K ﹤0.01%
39
4570
$1K ﹤0.01%
100
4571
$1K ﹤0.01%
56
+33
4572
$1K ﹤0.01%
+28
4573
$1K ﹤0.01%
+394
4574
$1K ﹤0.01%
65
+9
4575
$1K ﹤0.01%
125
+44
181 182
183
184 185