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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
4976
$1K ﹤0.01%
112
-35
4977
$1K ﹤0.01%
48
4978
$1K ﹤0.01%
641
+548
4979
$1K ﹤0.01%
50
4980
$1K ﹤0.01%
32
4981
$1K ﹤0.01%
+12
4982
$1K ﹤0.01%
136
-6,969
4983
$1K ﹤0.01%
313
-461
4984
$1K ﹤0.01%
500
4985
$1K ﹤0.01%
211
+52
4986
$1K ﹤0.01%
+300
4987
$1K ﹤0.01%
264
+238
4988
$1K ﹤0.01%
130
+51
4989
$1K ﹤0.01%
15
+1
4990
$1K ﹤0.01%
430
+334
4991
$1K ﹤0.01%
29
4992
$1K ﹤0.01%
50
4993
$1K ﹤0.01%
185
+53
4994
$1K ﹤0.01%
+137
4995
$1K ﹤0.01%
85
+2
4996
$1K ﹤0.01%
320
-211
4997
$1K ﹤0.01%
627
+60
4998
$1K ﹤0.01%
2
+1
4999
$1K ﹤0.01%
+160
5000
$1K ﹤0.01%
270
+140
198 199
200
201 202