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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
4576
$1K ﹤0.01%
253
-2,753
4577
$1K ﹤0.01%
48
4578
$1K ﹤0.01%
365
+230
4579
$1K ﹤0.01%
+117
4580
$1K ﹤0.01%
22
+12
4581
$1K ﹤0.01%
231
+30
4582
$1K ﹤0.01%
34
-125
4583
$1K ﹤0.01%
95
+64
4584
$1K ﹤0.01%
13
+7
4585
$1K ﹤0.01%
14
+4
4586
$1K ﹤0.01%
125
+55
4587
$1K ﹤0.01%
180
-301
4588
$1K ﹤0.01%
16
+3
4589
$1K ﹤0.01%
363
+272
4590
$1K ﹤0.01%
65
4591
$1K ﹤0.01%
34
-11
4592
$1K ﹤0.01%
14
+7
4593
$1K ﹤0.01%
75
+8
4594
$1K ﹤0.01%
+160
4595
$1K ﹤0.01%
72
+41
4596
$1K ﹤0.01%
89
+50
4597
$1K ﹤0.01%
+50
4598
$1K ﹤0.01%
+79
4599
$1K ﹤0.01%
108
-12
4600
$1K ﹤0.01%
+178
182 183
184
185 186