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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
5026
$0 ﹤0.01%
+29
5027
$0 ﹤0.01%
+15
5028
– –
-7
5029
$0 ﹤0.01%
+6
5030
$0 ﹤0.01%
+41
5031
$0 ﹤0.01%
+27
5032
$0 ﹤0.01%
+42
5033
$0 ﹤0.01%
+20
5034
– –
-28
5035
– –
-22
5036
– –
-7
5037
$0 ﹤0.01%
+189
5038
– –
-3,000
5039
$0 ﹤0.01%
200
5040
$0 ﹤0.01%
11
5041
$0 ﹤0.01%
1,127
+1,021
5042
$0 ﹤0.01%
+423
5043
– –
-217
5044
– –
-243
5045
– –
-164
5046
– –
-1,672
5047
– –
-3,438
5048
– –
-1,500
5049
– –
-7,419
5050
– –
-2,674
200 201
202
203 204