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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
4601
$1K ﹤0.01%
66
-647
4602
$1K ﹤0.01%
26
+18
4603
$1K ﹤0.01%
+285
4604
$1K ﹤0.01%
+29
4605
$1K ﹤0.01%
+28
4606
$1K ﹤0.01%
+20
4607
$1K ﹤0.01%
1,048
+222
4608
$1K ﹤0.01%
+43
4609
$1K ﹤0.01%
67
+37
4610
$1K ﹤0.01%
99
+53
4611
$1K ﹤0.01%
44
-55
4612
$1K ﹤0.01%
104
-479
4613
$1K ﹤0.01%
108
-338
4614
$1K ﹤0.01%
106
+50
4615
$1K ﹤0.01%
+64
4616
$1K ﹤0.01%
403
+377
4617
$1K ﹤0.01%
244
+139
4618
$1K ﹤0.01%
130
+80
4619
$1K ﹤0.01%
273
+40
4620
$1K ﹤0.01%
1,400
4621
$1K ﹤0.01%
+200
4622
$1K ﹤0.01%
1,500
4623
$1K ﹤0.01%
310
4624
$1K ﹤0.01%
45
+44
4625
$1K ﹤0.01%
+348
183 184
185
186 187