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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
4876
$1K ﹤0.01%
116
-16
4877
$1K ﹤0.01%
333
4878
$1K ﹤0.01%
466
-340
4879
$1K ﹤0.01%
+45
4880
$1K ﹤0.01%
150
-35
4881
$1K ﹤0.01%
548
+317
4882
$1K ﹤0.01%
1,000
4883
$1K ﹤0.01%
1,582
-4,621
4884
$1K ﹤0.01%
36
4885
$1K ﹤0.01%
70
+54
4886
$1K ﹤0.01%
96
-66
4887
$1K ﹤0.01%
28
4888
$1K ﹤0.01%
194
-163
4889
$1K ﹤0.01%
46
4890
$1K ﹤0.01%
137
+122
4891
$1K ﹤0.01%
134
+50
4892
$1K ﹤0.01%
+26
4893
$1K ﹤0.01%
201
4894
$1K ﹤0.01%
33
4895
$1K ﹤0.01%
34
+15
4896
$1K ﹤0.01%
166
+69
4897
$1K ﹤0.01%
626
+59
4898
$1K ﹤0.01%
206
+126
4899
$1K ﹤0.01%
353
-1,142
4900
$1K ﹤0.01%
93
194 195
196
197 198