We are live on ! Find out more
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
5076
$0 ﹤0.01%
21
-9
5077
$0 ﹤0.01%
10
5078
$0 ﹤0.01%
40
5079
– –
-417
5080
– –
-146
5081
$0 ﹤0.01%
+3
5082
– –
-1,499
5083
$0 ﹤0.01%
8
5084
– –
-8
5085
$0 ﹤0.01%
500
5086
$0 ﹤0.01%
31
5087
$0 ﹤0.01%
17
+4
5088
$0 ﹤0.01%
1
5089
$0 ﹤0.01%
7
-24
5090
$0 ﹤0.01%
+15
5091
$0 ﹤0.01%
6
5092
– –
-1
5093
$0 ﹤0.01%
13
+10
5094
$0 ﹤0.01%
4
-139
5095
– –
-8
5096
$0 ﹤0.01%
+10
5097
$0 ﹤0.01%
1
5098
$0 ﹤0.01%
13
-20
5099
$0 ﹤0.01%
+42
5100
– –
-2,000
202 203
204
205 206