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
4651
$1K ﹤0.01%
72
+53
4652
$1K ﹤0.01%
436
+225
4653
$1K ﹤0.01%
49
4654
$1K ﹤0.01%
234
+178
4655
$1K ﹤0.01%
+99
4656
$1K ﹤0.01%
+43
4657
$1K ﹤0.01%
+201
4658
$1K ﹤0.01%
329
+315
4659
$1K ﹤0.01%
659
4660
$1K ﹤0.01%
72
+53
4661
$1K ﹤0.01%
14
+8
4662
$1K ﹤0.01%
164
+108
4663
$1K ﹤0.01%
323
4664
$1K ﹤0.01%
+51
4665
$1K ﹤0.01%
200
+159
4666
$1K ﹤0.01%
199
+97
4667
$1K ﹤0.01%
108
+8
4668
$1K ﹤0.01%
22
+11
4669
$1K ﹤0.01%
26
+20
4670
$1K ﹤0.01%
+631
4671
$1K ﹤0.01%
70
+55
4672
$1K ﹤0.01%
200
4673
$1K ﹤0.01%
77
+54
4674
$1K ﹤0.01%
77
+50
4675
$1K ﹤0.01%
+46
185 186
187
188 189