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
4626
$1K ﹤0.01%
114
-501
4627
$1K ﹤0.01%
219
+179
4628
$1K ﹤0.01%
40
4629
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60
4630
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161
-2,665
4631
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70
4632
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77
-383
4633
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+17
4634
$1K ﹤0.01%
106
+70
4635
$1K ﹤0.01%
292
+150
4636
$1K ﹤0.01%
20
+15
4637
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10
4638
$1K ﹤0.01%
+43
4639
$1K ﹤0.01%
41
-30
4640
$1K ﹤0.01%
32
4641
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129
+92
4642
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147
-263
4643
$1K ﹤0.01%
+40
4644
$1K ﹤0.01%
+27
4645
$1K ﹤0.01%
53
+33
4646
$1K ﹤0.01%
+346
4647
$1K ﹤0.01%
17
+8
4648
$1K ﹤0.01%
12
4649
$1K ﹤0.01%
142
+99
4650
$1K ﹤0.01%
40
184 185
186
187 188