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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
4576
$4K ﹤0.01%
485
-18
4577
$4K ﹤0.01%
151
-20
4578
$4K ﹤0.01%
2,821
+768
4579
$4K ﹤0.01%
579
+481
4580
$4K ﹤0.01%
+154
4581
$4K ﹤0.01%
123
-44
4582
$4K ﹤0.01%
110
4583
$4K ﹤0.01%
+132
4584
$4K ﹤0.01%
178
+111
4585
$3K ﹤0.01%
1,353
-346
4586
$3K ﹤0.01%
824
+678
4587
$3K ﹤0.01%
131
+60
4588
$3K ﹤0.01%
120
-4
4589
$3K ﹤0.01%
62
4590
$3K ﹤0.01%
127
4591
$3K ﹤0.01%
2,079
4592
$3K ﹤0.01%
49
-66
4593
$3K ﹤0.01%
478
4594
$3K ﹤0.01%
124
-155
4595
$3K ﹤0.01%
78
4596
$3K ﹤0.01%
102
4597
$3K ﹤0.01%
2,430
-1,491
4598
$3K ﹤0.01%
74
-68
4599
$3K ﹤0.01%
198
-323
4600
$3K ﹤0.01%
487
+230
182 183
184
185 186