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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
4751
$2K ﹤0.01%
492
+117
4752
$2K ﹤0.01%
138
-318
4753
$2K ﹤0.01%
265
-120
4754
$2K ﹤0.01%
46
4755
$2K ﹤0.01%
311
4756
$2K ﹤0.01%
100
4757
$2K ﹤0.01%
55
4758
$2K ﹤0.01%
161
-82
4759
$2K ﹤0.01%
383
-147
4760
$2K ﹤0.01%
56
4761
$2K ﹤0.01%
500
4762
$2K ﹤0.01%
547
+298
4763
$2K ﹤0.01%
4,439
+2,681
4764
$2K ﹤0.01%
57
-37
4765
$2K ﹤0.01%
32
+25
4766
$2K ﹤0.01%
1,736
+1,585
4767
$2K ﹤0.01%
2,183
+633
4768
$2K ﹤0.01%
34
4769
$2K ﹤0.01%
85
-867
4770
$2K ﹤0.01%
94
-57
4771
$2K ﹤0.01%
139
-15
4772
$2K ﹤0.01%
1,361
+968
4773
$2K ﹤0.01%
167
-9
4774
$2K ﹤0.01%
525
4775
$2K ﹤0.01%
+69
189 190
191
192 193