Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
+$181M
2
+$164M
3
+$61M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$53.2M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$47.8M

Top Sells

1
+$119M
2
+$73.6M
3
+$64.3M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$55.5M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$28.5M

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
2026
$129K ﹤0.01%
8,375
+241
2027
$129K ﹤0.01%
12,772
+1,678
2028
$129K ﹤0.01%
2,723
-108
2029
$129K ﹤0.01%
2,036
+518
2030
$128K ﹤0.01%
4,368
-9,436
2031
$128K ﹤0.01%
4,336
+1,675
2032
$128K ﹤0.01%
5,227
+545
2033
$128K ﹤0.01%
4,448
+1,739
2034
$127K ﹤0.01%
38,810
+11,245
2035
$127K ﹤0.01%
3,591
-98
2036
$127K ﹤0.01%
4,298
+1,836
2037
$127K ﹤0.01%
1,451
+58
2038
$127K ﹤0.01%
733
+9
2039
$127K ﹤0.01%
2,714
+279
2040
$127K ﹤0.01%
2,180
+1,578
2041
$126K ﹤0.01%
14,174
-295
2042
$126K ﹤0.01%
1,884
2043
$126K ﹤0.01%
40,495
-30,544
2044
$126K ﹤0.01%
7,909
-11,748
2045
$126K ﹤0.01%
22,202
+15,411
2046
$126K ﹤0.01%
+2,654
2047
$125K ﹤0.01%
1,898
+76
2048
$125K ﹤0.01%
9,167
+3,699
2049
$125K ﹤0.01%
11,309
+171
2050
$125K ﹤0.01%
1,680
+248
80 81
82
83 84