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
4576
$1K ﹤0.01%
164
+91
4577
$1K ﹤0.01%
14
+11
4578
$1K ﹤0.01%
55
+38
4579
$1K ﹤0.01%
+316
4580
$1K ﹤0.01%
765
+329
4581
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+74
4582
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36
4583
$1K ﹤0.01%
217
+208
4584
$1K ﹤0.01%
45
4585
$1K ﹤0.01%
7
+4
4586
$1K ﹤0.01%
90
4587
$1K ﹤0.01%
75
-3
4588
$1K ﹤0.01%
24
4589
$1K ﹤0.01%
330
+200
4590
$1K ﹤0.01%
99
-347
4591
$1K ﹤0.01%
+132
4592
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18
4593
$1K ﹤0.01%
94
+75
4594
$1K ﹤0.01%
17
4595
$1K ﹤0.01%
25
+13
4596
$1K ﹤0.01%
100
4597
$1K ﹤0.01%
207
+110
4598
$1K ﹤0.01%
52
-7
4599
$1K ﹤0.01%
34
+22
4600
$1K ﹤0.01%
12
182 183
184
185 186