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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
$23.2B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,317
New
Increased
Reduced
Closed

Top Buys

1
+$173M
2
+$162M
3
+$59.2M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$50.9M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$47.2M

Top Sells

1
+$115M
2
+$72.2M
3
+$61.8M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$54.6M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$27.5M

Sector Composition

1 Technology 8.27%
2 Financials 3.66%
3 Healthcare 3.29%
4 Consumer Discretionary 2.89%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4901
$0 ﹤0.01%
60
-1,197
4902
– –
-47
4903
$0 ﹤0.01%
+24
4904
– –
-10
4905
$0 ﹤0.01%
500
4906
– –
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4907
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4908
$0 ﹤0.01%
+7
4909
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+5
4910
$0 ﹤0.01%
+170
4911
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4912
$0 ﹤0.01%
56
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4913
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4914
$0 ﹤0.01%
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4915
$0 ﹤0.01%
+192
4916
$0 ﹤0.01%
+25
4917
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4918
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4919
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4921
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-4
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4923
$0 ﹤0.01%
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4925
$0 ﹤0.01%
46
+1
195 196
197
198 199