Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$48K Hold
2025
Q2 		$45K Hold
2025
Q1 		$41K Hold
2024
Q4 		$43K Hold
2024
Q3 		$43K Hold
2024
Q2 		$40K Hold
2024
Q1 		$40K Hold
2023
Q4 		$36K Hold
2023
Q3 		$33K Hold
2023
Q2 		$34K Hold
2023
Q1 		$31K Buy