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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
5001
$0 ﹤0.01%
+10
5002
– –
0
5003
– –
0
5004
$0 ﹤0.01%
10
-373
5005
$0 ﹤0.01%
+37
5006
$0 ﹤0.01%
1
5007
$0 ﹤0.01%
66
+6
5008
$0 ﹤0.01%
+17
5009
$0 ﹤0.01%
6
5010
– –
-1,079
5011
$0 ﹤0.01%
+34
5012
$0 ﹤0.01%
+2
5013
– –
-1,540
5014
– –
-399
5015
$0 ﹤0.01%
+5
5016
$0 ﹤0.01%
+192
5017
$0 ﹤0.01%
+25
5018
$0 ﹤0.01%
+55
5019
$0 ﹤0.01%
+88
5020
$0 ﹤0.01%
+72
5021
$0 ﹤0.01%
+18
5022
$0 ﹤0.01%
+116
5023
$0 ﹤0.01%
14
5024
$0 ﹤0.01%
+5
5025
$0 ﹤0.01%
+132
199 200
201
202 203