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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
2601
$10K ﹤0.01%
273
2602
$10K ﹤0.01%
341
2603
$10K ﹤0.01%
512
+465
2604
$10K ﹤0.01%
324
+6
2605
$10K ﹤0.01%
1,170
+391
2606
$10K ﹤0.01%
1,138
+22
2607
$10K ﹤0.01%
280
+244
2608
$10K ﹤0.01%
510
2609
$9K ﹤0.01%
491
-170
2610
$9K ﹤0.01%
+440
2611
$9K ﹤0.01%
108
-96
2612
$9K ﹤0.01%
1,181
+190
2613
$9K ﹤0.01%
163
+73
2614
$9K ﹤0.01%
+332
2615
$9K ﹤0.01%
142
-2
2616
$9K ﹤0.01%
700
2617
$9K ﹤0.01%
246
+77
2618
$9K ﹤0.01%
385
+57
2619
$9K ﹤0.01%
78
-1
2620
$9K ﹤0.01%
104
2621
$9K ﹤0.01%
170
+38
2622
$9K ﹤0.01%
189
-156
2623
$9K ﹤0.01%
327
-52
2624
$9K ﹤0.01%
158
+111
2625
$9K ﹤0.01%
850
103 104
105
106 107