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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
4826
$2K ﹤0.01%
1,560
4827
$2K ﹤0.01%
112
4828
$2K ﹤0.01%
111
+10
4829
$2K ﹤0.01%
100
+1
4830
$2K ﹤0.01%
188
4831
$2K ﹤0.01%
223
-143
4832
$2K ﹤0.01%
992
+86
4833
$2K ﹤0.01%
2,337
+1,223
4834
$2K ﹤0.01%
741
+507
4835
$2K ﹤0.01%
62
+52
4836
$2K ﹤0.01%
47
4837
$2K ﹤0.01%
123
+40
4838
$2K ﹤0.01%
139
+1
4839
$2K ﹤0.01%
401
+337
4840
$2K ﹤0.01%
800
+252
4841
$2K ﹤0.01%
65
4842
$2K ﹤0.01%
406
+400
4843
$1K ﹤0.01%
255
+153
4844
$1K ﹤0.01%
103
-6
4845
$1K ﹤0.01%
134
+27
4846
$1K ﹤0.01%
328
-240
4847
$1K ﹤0.01%
95
+31
4848
$1K ﹤0.01%
88
+8
4849
$1K ﹤0.01%
247
+58
4850
$1K ﹤0.01%
1,589
-147
192 193
194
195 196