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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
4926
$1K ﹤0.01%
26
4927
$1K ﹤0.01%
390
4928
$1K ﹤0.01%
347
+58
4929
$1K ﹤0.01%
368
+100
4930
$1K ﹤0.01%
338
+159
4931
$1K ﹤0.01%
40
4932
$1K ﹤0.01%
170
-146
4933
$1K ﹤0.01%
60
4934
$1K ﹤0.01%
70
4935
$1K ﹤0.01%
5,295
+4,754
4936
$1K ﹤0.01%
30
+16
4937
$1K ﹤0.01%
22
+16
4938
$1K ﹤0.01%
726
+589
4939
$1K ﹤0.01%
61
+35
4940
$1K ﹤0.01%
+44
4941
$1K ﹤0.01%
32
4942
$1K ﹤0.01%
+75
4943
$1K ﹤0.01%
116
+37
4944
$1K ﹤0.01%
29
-29
4945
$1K ﹤0.01%
12
4946
$1K ﹤0.01%
748
+675
4947
$1K ﹤0.01%
192
-715
4948
$1K ﹤0.01%
228
-1,112
4949
$1K ﹤0.01%
1,000
4950
$1K ﹤0.01%
56
-34
196 197
198
199 200