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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
5251
– –
-7
5252
– –
-2
5253
$0 ﹤0.01%
65
+14
5254
$0 ﹤0.01%
108
5255
$0 ﹤0.01%
21
+16
5256
– –
-1,372
5257
$0 ﹤0.01%
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-1
5258
$0 ﹤0.01%
11
5259
$0 ﹤0.01%
3
5260
– –
-7
5261
– –
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5262
$0 ﹤0.01%
+1
5263
– –
-75
5264
$0 ﹤0.01%
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5265
$0 ﹤0.01%
+5
5266
$0 ﹤0.01%
6
-1,104
5267
$0 ﹤0.01%
+1
5268
$0 ﹤0.01%
+16
5269
– –
-138
5270
$0 ﹤0.01%
1
5271
$0 ﹤0.01%
415
5272
– –
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5273
$0 ﹤0.01%
1
5274
– –
-101
5275
$0 ﹤0.01%
+429
209 210
211
212 213