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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
4626
$1K ﹤0.01%
15
+8
4627
$1K ﹤0.01%
77
+50
4628
$1K ﹤0.01%
12
+4
4629
$1K ﹤0.01%
35
+21
4630
$1K ﹤0.01%
37
+3
4631
$1K ﹤0.01%
777
+744
4632
$1K ﹤0.01%
31
4633
$1K ﹤0.01%
26
4634
– –
0
4635
$1K ﹤0.01%
114
-501
4636
$1K ﹤0.01%
219
+179
4637
$1K ﹤0.01%
53
+33
4638
$1K ﹤0.01%
+346
4639
$1K ﹤0.01%
17
+8
4640
$1K ﹤0.01%
354
+136
4641
$1K ﹤0.01%
45
+20
4642
$1K ﹤0.01%
212
+136
4643
$1K ﹤0.01%
500
4644
$1K ﹤0.01%
50
4645
$1K ﹤0.01%
730
+8
4646
$1K ﹤0.01%
39
4647
$1K ﹤0.01%
100
4648
$1K ﹤0.01%
+371
4649
$1K ﹤0.01%
+212
4650
$1K ﹤0.01%
77
+28
184 185
186
187 188