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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
4776
$1K ﹤0.01%
199
+82
4777
$0 ﹤0.01%
+29
4778
$0 ﹤0.01%
73
+17
4779
– –
-175
4780
$0 ﹤0.01%
10
-6
4781
$0 ﹤0.01%
100
+33
4782
$0 ﹤0.01%
+57
4783
$0 ﹤0.01%
8
-65
4784
$0 ﹤0.01%
1
4785
$0 ﹤0.01%
11
4786
$0 ﹤0.01%
53
+39
4787
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-74
4788
$0 ﹤0.01%
6
+4
4789
– –
0
4790
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-70
4791
– –
-3,260
4792
– –
0
4793
$0 ﹤0.01%
436
+268
4794
$0 ﹤0.01%
+2
4795
$0 ﹤0.01%
53
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4796
$0 ﹤0.01%
14
-6
4797
$0 ﹤0.01%
10
4798
– –
-49
4799
$0 ﹤0.01%
+485
4800
– –
-287
190 191
192
193 194