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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
2576
$10K ﹤0.01%
362
+345
2577
$10K ﹤0.01%
188
2578
$10K ﹤0.01%
1,675
-86
2579
$10K ﹤0.01%
+677
2580
$10K ﹤0.01%
121
+12
2581
$10K ﹤0.01%
777
+18
2582
$10K ﹤0.01%
180
2583
$10K ﹤0.01%
243
+83
2584
$10K ﹤0.01%
273
2585
$10K ﹤0.01%
287
2586
$10K ﹤0.01%
197
-349
2587
$10K ﹤0.01%
174
+149
2588
$10K ﹤0.01%
107
+83
2589
$10K ﹤0.01%
815
-165
2590
$10K ﹤0.01%
190
+40
2591
$10K ﹤0.01%
1,330
-686
2592
$10K ﹤0.01%
+3,819
2593
$10K ﹤0.01%
306
-258
2594
$10K ﹤0.01%
1,640
-959
2595
$10K ﹤0.01%
242
+18
2596
$10K ﹤0.01%
552
+526
2597
$10K ﹤0.01%
185
-320
2598
$10K ﹤0.01%
+400
2599
$10K ﹤0.01%
848
+205
2600
$10K ﹤0.01%
795
+34
102 103
104
105 106