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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
5051
– –
-6
5052
– –
-24
5053
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-29
5054
– –
-11,115
5055
– –
-1,277
5056
– –
-140
5057
– –
-246
5058
$0 ﹤0.01%
26
+13
5059
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-247
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– –
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$0 ﹤0.01%
17
+8
5062
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-82
5063
$0 ﹤0.01%
7
-1,509
5064
$0 ﹤0.01%
22
+12
5065
$0 ﹤0.01%
+22
5066
– –
-242
5067
$0 ﹤0.01%
47
+33
5068
$0 ﹤0.01%
99
+73
5069
$0 ﹤0.01%
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+25
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-500
5071
$0 ﹤0.01%
8
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5072
$0 ﹤0.01%
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5073
$0 ﹤0.01%
+15
5074
– –
0
5075
$0 ﹤0.01%
27
+11
201 202
203
204 205