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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
4951
$1K ﹤0.01%
+64
4952
$1K ﹤0.01%
109
+6
4953
$1K ﹤0.01%
100
4954
$1K ﹤0.01%
1,325
4955
$1K ﹤0.01%
86
+79
4956
$1K ﹤0.01%
80
4957
$1K ﹤0.01%
99
+31
4958
$1K ﹤0.01%
78
4959
$1K ﹤0.01%
53
4960
$1K ﹤0.01%
10
+3
4961
$1K ﹤0.01%
71
+19
4962
$1K ﹤0.01%
100
4963
$1K ﹤0.01%
226
-17
4964
$1K ﹤0.01%
560
-250
4965
$1K ﹤0.01%
22
+17
4966
$1K ﹤0.01%
744
+335
4967
$1K ﹤0.01%
20
4968
$1K ﹤0.01%
582
+566
4969
$1K ﹤0.01%
416
+367
4970
$1K ﹤0.01%
262
+98
4971
$1K ﹤0.01%
+139
4972
$1K ﹤0.01%
57
4973
$1K ﹤0.01%
161
-309
4974
$1K ﹤0.01%
63
+48
4975
$1K ﹤0.01%
135
+53
197 198
199
200 201