We are live on ! Find out more
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
4926
– –
-96
4927
– –
-100
4928
$0 ﹤0.01%
1
4929
$0 ﹤0.01%
+6
4930
– –
-234
4931
$0 ﹤0.01%
2
-2
4932
$0 ﹤0.01%
2
-29
4933
$0 ﹤0.01%
6
4934
$0 ﹤0.01%
10
4935
– –
-1,400
4936
– –
-64
4937
$0 ﹤0.01%
17
4938
– –
-218
4939
$0 ﹤0.01%
+10
4940
– –
0
4941
$0 ﹤0.01%
15
+12
4942
$0 ﹤0.01%
+10
4943
$0 ﹤0.01%
160
-47
4944
– –
-106
4945
– –
0
4946
$0 ﹤0.01%
5
4947
$0 ﹤0.01%
+18
4948
– –
-96
4949
$0 ﹤0.01%
5,124
4950
– –
-1,724
196 197
198
199 200