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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
4726
$1K ﹤0.01%
70
+55
4727
$1K ﹤0.01%
4
4728
$1K ﹤0.01%
+46
4729
$1K ﹤0.01%
637
-33
4730
$1K ﹤0.01%
30
+27
4731
$1K ﹤0.01%
206
+152
4732
$1K ﹤0.01%
76
+13
4733
$1K ﹤0.01%
+84
4734
$1K ﹤0.01%
208
+171
4735
$1K ﹤0.01%
48
-307
4736
$1K ﹤0.01%
153
+83
4737
$1K ﹤0.01%
7
+6
4738
$1K ﹤0.01%
103
-205
4739
$1K ﹤0.01%
9
4740
$1K ﹤0.01%
1,761
4741
$1K ﹤0.01%
+150
4742
$1K ﹤0.01%
+607
4743
$1K ﹤0.01%
28
4744
$1K ﹤0.01%
192
+158
4745
$1K ﹤0.01%
103
-152
4746
$1K ﹤0.01%
148
+31
4747
$1K ﹤0.01%
94
+69
4748
$1K ﹤0.01%
196
+149
4749
$1K ﹤0.01%
11
+6
4750
$1K ﹤0.01%
+333
188 189
190
191 192