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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
2526
$11K ﹤0.01%
360
+84
2527
$11K ﹤0.01%
1,000
2528
$11K ﹤0.01%
741
+649
2529
$11K ﹤0.01%
510
+98
2530
$11K ﹤0.01%
416
2531
$11K ﹤0.01%
680
2532
$11K ﹤0.01%
1,106
2533
$11K ﹤0.01%
1,485
+200
2534
$11K ﹤0.01%
273
2535
$11K ﹤0.01%
+223
2536
$11K ﹤0.01%
260
+79
2537
$11K ﹤0.01%
+1,509
2538
$11K ﹤0.01%
4,925
2539
$11K ﹤0.01%
+200
2540
$11K ﹤0.01%
312
2541
$11K ﹤0.01%
565
-725
2542
$11K ﹤0.01%
898
+848
2543
$11K ﹤0.01%
478
2544
$11K ﹤0.01%
342
-322
2545
$11K ﹤0.01%
162
+75
2546
$11K ﹤0.01%
2,059
-35
2547
$11K ﹤0.01%
2,242
+882
2548
$11K ﹤0.01%
+2,690
2549
$11K ﹤0.01%
1,312
-301
2550
$11K ﹤0.01%
326
+87
100 101
102
103 104