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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
4776
$2K ﹤0.01%
234
4777
$2K ﹤0.01%
276
+138
4778
$2K ﹤0.01%
124
4779
$2K ﹤0.01%
53
+30
4780
$2K ﹤0.01%
72
+26
4781
$2K ﹤0.01%
375
+244
4782
$2K ﹤0.01%
650
+606
4783
$2K ﹤0.01%
254
-226
4784
$2K ﹤0.01%
256
4785
$2K ﹤0.01%
909
+774
4786
$2K ﹤0.01%
1,738
+1,667
4787
$2K ﹤0.01%
85
4788
$2K ﹤0.01%
647
+471
4789
$2K ﹤0.01%
+32
4790
$2K ﹤0.01%
500
4791
$2K ﹤0.01%
355
+279
4792
$2K ﹤0.01%
37
-102
4793
$2K ﹤0.01%
1,788
+99
4794
$2K ﹤0.01%
669
+569
4795
$2K ﹤0.01%
1,675
+1,249
4796
$2K ﹤0.01%
66
4797
$2K ﹤0.01%
84
+50
4798
$2K ﹤0.01%
54
4799
$2K ﹤0.01%
230
+185
4800
$2K ﹤0.01%
51
+48
190 191
192
193 194