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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
4676
$3K ﹤0.01%
139
4677
$3K ﹤0.01%
+89
4678
$3K ﹤0.01%
439
-1,310
4679
$3K ﹤0.01%
37
+8
4680
$3K ﹤0.01%
89
4681
$3K ﹤0.01%
1,009
+481
4682
$3K ﹤0.01%
305
-11
4683
$3K ﹤0.01%
2,169
+1,528
4684
$3K ﹤0.01%
907
+415
4685
$3K ﹤0.01%
890
4686
$3K ﹤0.01%
216
-219
4687
$3K ﹤0.01%
932
+892
4688
$3K ﹤0.01%
509
+381
4689
$3K ﹤0.01%
171
-54
4690
$3K ﹤0.01%
103
+92
4691
$3K ﹤0.01%
77
-118
4692
$3K ﹤0.01%
3,346
+1,447
4693
$3K ﹤0.01%
3,386
+3,140
4694
$3K ﹤0.01%
+92
4695
$3K ﹤0.01%
173
+87
4696
$3K ﹤0.01%
212
+35
4697
$3K ﹤0.01%
220
+140
4698
$3K ﹤0.01%
3,020
+532
4699
$3K ﹤0.01%
623
+352
4700
$3K ﹤0.01%
92
+56
186 187
188
189 190