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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
4626
$3K ﹤0.01%
116
-130
4627
$3K ﹤0.01%
156
-42
4628
$3K ﹤0.01%
214
+126
4629
$3K ﹤0.01%
200
4630
$3K ﹤0.01%
419
-113
4631
$3K ﹤0.01%
143
-4
4632
$3K ﹤0.01%
1,210
+97
4633
$3K ﹤0.01%
290
4634
$3K ﹤0.01%
746
-1,482
4635
$3K ﹤0.01%
1,108
+850
4636
$3K ﹤0.01%
1,981
+1,238
4637
$3K ﹤0.01%
376
+136
4638
$3K ﹤0.01%
384
4639
$3K ﹤0.01%
43
-4
4640
$3K ﹤0.01%
120
+6
4641
$3K ﹤0.01%
643
-1,000
4642
$3K ﹤0.01%
156
4643
$3K ﹤0.01%
125
+81
4644
$3K ﹤0.01%
173
4645
$3K ﹤0.01%
+131
4646
$3K ﹤0.01%
3,548
+3,080
4647
$3K ﹤0.01%
694
+123
4648
$3K ﹤0.01%
529
4649
$3K ﹤0.01%
289
-79
4650
$3K ﹤0.01%
3,257
+2,724
184 185
186
187 188