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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
$12.9B
AUM Growth
-$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,244
New
Increased
Reduced
Closed

Top Buys

1
+$173M
2
+$125M
3
+$106M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$105M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$90.9M

Top Sells

1
+$149M
2
+$137M
3
+$117M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$76.8M
5
IXN icon
iShares Global Tech ETF
IXN
+$73.5M

Sector Composition

1 Technology 5.33%
2 Healthcare 4.83%
3 Financials 3.77%
4 Industrials 2.9%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$12K ﹤0.01%
111
+93
2477
$12K ﹤0.01%
199
-46
2478
$12K ﹤0.01%
450
2479
$12K ﹤0.01%
166
2480
$12K ﹤0.01%
1,935
+835
2481
$12K ﹤0.01%
+216
2482
$12K ﹤0.01%
200
2483
$12K ﹤0.01%
453
+291
2484
$12K ﹤0.01%
1,600
+100
2485
$12K ﹤0.01%
755
+43
2486
$12K ﹤0.01%
731
-30
2487
$12K ﹤0.01%
716
+545
2488
$12K ﹤0.01%
625
+329
2489
$12K ﹤0.01%
+315
2490
$12K ﹤0.01%
430
+32
2491
$12K ﹤0.01%
562
+133
2492
$12K ﹤0.01%
2,002
2493
$12K ﹤0.01%
200
2494
$12K ﹤0.01%
215
+97
2495
$12K ﹤0.01%
737
-22,314
2496
$12K ﹤0.01%
691
-34
2497
$11K ﹤0.01%
361
+30
2498
$11K ﹤0.01%
322
+204
2499
$11K ﹤0.01%
292
2500
$11K ﹤0.01%
502
-147
98 99
100
101 102