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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
4701
$3K ﹤0.01%
67
4702
$3K ﹤0.01%
13
-68
4703
$3K ﹤0.01%
234
+106
4704
$3K ﹤0.01%
98
4705
$3K ﹤0.01%
35
4706
$3K ﹤0.01%
162
+156
4707
$3K ﹤0.01%
600
+517
4708
$2K ﹤0.01%
311
+241
4709
$2K ﹤0.01%
25
4710
$2K ﹤0.01%
192
-880
4711
$2K ﹤0.01%
127
+20
4712
$2K ﹤0.01%
1,653
+1,333
4713
$2K ﹤0.01%
+124
4714
$2K ﹤0.01%
44
4715
$2K ﹤0.01%
149
4716
$2K ﹤0.01%
848
+551
4717
$2K ﹤0.01%
197
+152
4718
$2K ﹤0.01%
51
+6
4719
$2K ﹤0.01%
606
+456
4720
$2K ﹤0.01%
35
4721
$2K ﹤0.01%
152
4722
$2K ﹤0.01%
367
+83
4723
$2K ﹤0.01%
22
4724
$2K ﹤0.01%
211
-40
4725
$2K ﹤0.01%
94
187 188
189
190 191