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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
4751
$1K ﹤0.01%
185
4752
$1K ﹤0.01%
+42
4753
$1K ﹤0.01%
994
+755
4754
$1K ﹤0.01%
+38
4755
$1K ﹤0.01%
362
+119
4756
$1K ﹤0.01%
134
+29
4757
$1K ﹤0.01%
+77
4758
$1K ﹤0.01%
+145
4759
$1K ﹤0.01%
56
+32
4760
$1K ﹤0.01%
179
+13
4761
$1K ﹤0.01%
+173
4762
$1K ﹤0.01%
106
+52
4763
$1K ﹤0.01%
84
+60
4764
$1K ﹤0.01%
1,344
+974
4765
$1K ﹤0.01%
1,000
4766
$1K ﹤0.01%
+48
4767
$1K ﹤0.01%
42
4768
$1K ﹤0.01%
46
4769
$1K ﹤0.01%
+63
4770
$1K ﹤0.01%
180
+4
4771
$1K ﹤0.01%
47
+24
4772
$1K ﹤0.01%
100
4773
$1K ﹤0.01%
1,325
4774
$1K ﹤0.01%
38
-84
4775
$1K ﹤0.01%
+244
189 190
191
192 193