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
5126
$0 ﹤0.01%
5
5127
$0 ﹤0.01%
307
+227
5128
– –
-30
5129
$0 ﹤0.01%
10
5130
– –
-196
5131
– –
-16
5132
$0 ﹤0.01%
+44
5133
– –
0
5134
$0 ﹤0.01%
8
-11
5135
– –
-232
5136
– –
-151
5137
$0 ﹤0.01%
7
5138
– –
0
5139
– –
-1,000
5140
$0 ﹤0.01%
14
+9
5141
– –
-4
5142
– –
-191
5143
$0 ﹤0.01%
1
-31
5144
$0 ﹤0.01%
44
+24
5145
– –
0
5146
– –
-112
5147
$0 ﹤0.01%
121
-1,246
5148
– –
0
5149
– –
-297
5150
$0 ﹤0.01%
+57
204 205
206
207 208