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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
4701
$1K ﹤0.01%
+40
4702
$1K ﹤0.01%
+27
4703
$1K ﹤0.01%
12
4704
$1K ﹤0.01%
142
+99
4705
$1K ﹤0.01%
40
4706
$1K ﹤0.01%
72
+53
4707
$1K ﹤0.01%
44
+23
4708
$1K ﹤0.01%
49
4709
$1K ﹤0.01%
234
+178
4710
$1K ﹤0.01%
+99
4711
$1K ﹤0.01%
+43
4712
$1K ﹤0.01%
+201
4713
$1K ﹤0.01%
329
+315
4714
$1K ﹤0.01%
659
4715
$1K ﹤0.01%
72
+53
4716
$1K ﹤0.01%
14
+8
4717
$1K ﹤0.01%
164
+108
4718
$1K ﹤0.01%
323
4719
$1K ﹤0.01%
+51
4720
$1K ﹤0.01%
200
+159
4721
$1K ﹤0.01%
199
+97
4722
$1K ﹤0.01%
108
+8
4723
$1K ﹤0.01%
22
+11
4724
$1K ﹤0.01%
26
+20
4725
$1K ﹤0.01%
+631
187 188
189
190 191