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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
5101
$0 ﹤0.01%
8
+4
5102
– –
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5103
$0 ﹤0.01%
29
+10
5104
$0 ﹤0.01%
21
+12
5105
– –
-352
5106
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-22
5107
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250
5108
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-68
5109
– –
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5110
$0 ﹤0.01%
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5111
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5112
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+3
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$0 ﹤0.01%
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5114
$0 ﹤0.01%
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5115
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0
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$0 ﹤0.01%
1,000
-555
5117
$0 ﹤0.01%
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+12
5118
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5119
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5120
$0 ﹤0.01%
100
-15,700
5121
$0 ﹤0.01%
1
-39
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$0 ﹤0.01%
+4
5123
– –
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5124
$0 ﹤0.01%
6
+3
5125
$0 ﹤0.01%
44
+6
203 204
205
206 207