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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
4601
$3K ﹤0.01%
+112
4602
$3K ﹤0.01%
162
+68
4603
$3K ﹤0.01%
835
+805
4604
$3K ﹤0.01%
650
4605
$3K ﹤0.01%
450
4606
$3K ﹤0.01%
2,751
+2,643
4607
$3K ﹤0.01%
377
4608
$3K ﹤0.01%
222
4609
$3K ﹤0.01%
+163
4610
$3K ﹤0.01%
153
4611
$3K ﹤0.01%
123
4612
$3K ﹤0.01%
85
4613
$3K ﹤0.01%
94
+3
4614
$3K ﹤0.01%
6,849
+5,371
4615
$3K ﹤0.01%
193
4616
$3K ﹤0.01%
926
+737
4617
$3K ﹤0.01%
214
+85
4618
$3K ﹤0.01%
407
-111
4619
$3K ﹤0.01%
1,176
+60
4620
$3K ﹤0.01%
642
+124
4621
$3K ﹤0.01%
333
+108
4622
$3K ﹤0.01%
458
-15
4623
$3K ﹤0.01%
1,961
4624
$3K ﹤0.01%
927
-844
4625
$3K ﹤0.01%
367
-28
183 184
185
186 187