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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
5226
$0 ﹤0.01%
10
-5,101
5227
$0 ﹤0.01%
21
+16
5228
$0 ﹤0.01%
+41
5229
– –
-4
5230
$0 ﹤0.01%
120
5231
– –
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5232
$0 ﹤0.01%
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-3,029
5233
$0 ﹤0.01%
+10
5234
$0 ﹤0.01%
+26
5235
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5236
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-789
5237
– –
-51
5238
– –
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5239
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0
5240
$0 ﹤0.01%
17
+6
5241
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0
5242
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5243
$0 ﹤0.01%
+11
5244
– –
-2,435
5245
– –
-25
5246
$0 ﹤0.01%
+30
5247
$0 ﹤0.01%
+41
5248
$0 ﹤0.01%
51
5249
$0 ﹤0.01%
6
5250
$0 ﹤0.01%
+105
208 209
210
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