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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
4651
$1K ﹤0.01%
380
+304
4652
$1K ﹤0.01%
123
+75
4653
$1K ﹤0.01%
165
+50
4654
$1K ﹤0.01%
264
+181
4655
$1K ﹤0.01%
385
+324
4656
$1K ﹤0.01%
249
+205
4657
$1K ﹤0.01%
105
-22
4658
$1K ﹤0.01%
164
+91
4659
$1K ﹤0.01%
9
4660
$1K ﹤0.01%
25
+13
4661
$1K ﹤0.01%
100
4662
$1K ﹤0.01%
207
+110
4663
$1K ﹤0.01%
52
-7
4664
$1K ﹤0.01%
34
+22
4665
$1K ﹤0.01%
12
4666
$1K ﹤0.01%
44
-436
4667
$1K ﹤0.01%
676
+533
4668
$1K ﹤0.01%
119
-431
4669
$1K ﹤0.01%
67
+52
4670
$1K ﹤0.01%
139
+10
4671
$1K ﹤0.01%
52
+42
4672
$1K ﹤0.01%
89
+67
4673
$1K ﹤0.01%
+200
4674
$1K ﹤0.01%
+58
4675
$1K ﹤0.01%
347
-139
185 186
187
188 189