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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
4801
$2K ﹤0.01%
317
+194
4802
$2K ﹤0.01%
107
+56
4803
$2K ﹤0.01%
+75
4804
$2K ﹤0.01%
2,006
+1,984
4805
$2K ﹤0.01%
+282
4806
$2K ﹤0.01%
85
-259
4807
$2K ﹤0.01%
35
-73
4808
$2K ﹤0.01%
559
+255
4809
$2K ﹤0.01%
204
+96
4810
$2K ﹤0.01%
1,510
-491
4811
$2K ﹤0.01%
75
4812
$2K ﹤0.01%
128
4813
$2K ﹤0.01%
48
4814
$2K ﹤0.01%
810
-2,124
4815
$2K ﹤0.01%
147
+125
4816
$2K ﹤0.01%
121
+1
4817
$2K ﹤0.01%
83
-8
4818
$2K ﹤0.01%
100
4819
$2K ﹤0.01%
252
+25
4820
$2K ﹤0.01%
303
4821
$2K ﹤0.01%
49
+24
4822
$2K ﹤0.01%
122
4823
$2K ﹤0.01%
2,000
4824
$2K ﹤0.01%
120
+46
4825
$2K ﹤0.01%
36
191 192
193
194 195