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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
4851
$1K ﹤0.01%
100
4852
$1K ﹤0.01%
100
4853
$1K ﹤0.01%
14
4854
$1K ﹤0.01%
48
-139
4855
$1K ﹤0.01%
1,350
4856
$1K ﹤0.01%
47
+21
4857
$1K ﹤0.01%
101
-24
4858
$1K ﹤0.01%
+7
4859
$1K ﹤0.01%
31
-56
4860
$1K ﹤0.01%
19
4861
$1K ﹤0.01%
65
4862
$1K ﹤0.01%
222
+61
4863
$1K ﹤0.01%
14
4864
$1K ﹤0.01%
294
+246
4865
$1K ﹤0.01%
30
-125
4866
$1K ﹤0.01%
290
+119
4867
$1K ﹤0.01%
218
+166
4868
$1K ﹤0.01%
53
-9
4869
$1K ﹤0.01%
58
4870
$1K ﹤0.01%
148
4871
$1K ﹤0.01%
34
+13
4872
$1K ﹤0.01%
231
+69
4873
$1K ﹤0.01%
28
4874
$1K ﹤0.01%
65
+43
4875
$1K ﹤0.01%
180
+131
193 194
195
196 197