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
451
$4.81M 0.02%
29,501
-1,179
452
$4.79M 0.02%
76,241
+9,435
453
$4.78M 0.02%
56,926
+1,071
454
$4.75M 0.02%
74,943
-1,129
455
$4.72M 0.02%
72,286
+35,363
456
$4.68M 0.02%
19,240
-513
457
$4.65M 0.02%
16,370
-146
458
$4.63M 0.02%
73,901
+8,097
459
$4.62M 0.02%
24,129
-3,808
460
$4.56M 0.02%
178,738
+25,941
461
$4.53M 0.02%
59,838
-10,695
462
$4.51M 0.02%
118,082
-1,698
463
$4.5M 0.02%
92,567
+32,213
464
$4.5M 0.02%
155,901
+2,812
465
$4.45M 0.02%
170,600
+166,600
466
$4.43M 0.02%
15,375
+1,950
467
$4.39M 0.02%
62,917
+54,613
468
$4.37M 0.02%
92,579
-56,054
469
$4.36M 0.02%
177,743
+42,899
470
$4.36M 0.02%
85,179
+8,096
471
$4.34M 0.02%
73,199
-7,538
472
$4.33M 0.02%
104,728
+50,232
473
$4.3M 0.02%
95,161
-3,535
474
$4.3M 0.02%
89,460
+2,719
475
$4.29M 0.02%
89,105
-3,348
17 18
19
20 21