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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
2626
$9K ﹤0.01%
202
-31
2627
$9K ﹤0.01%
325
+312
2628
$9K ﹤0.01%
3,143
+2,843
2629
$9K ﹤0.01%
63
-1
2630
$9K ﹤0.01%
474
+3
2631
$9K ﹤0.01%
761
+392
2632
$9K ﹤0.01%
141
2633
$9K ﹤0.01%
1,350
2634
$9K ﹤0.01%
+248
2635
$9K ﹤0.01%
212
2636
$9K ﹤0.01%
239
+196
2637
$9K ﹤0.01%
399
+200
2638
$9K ﹤0.01%
287
-74
2639
$9K ﹤0.01%
648
+138
2640
$9K ﹤0.01%
98
+8
2641
$9K ﹤0.01%
+267
2642
$9K ﹤0.01%
195
-193
2643
$9K ﹤0.01%
289
+8
2644
$9K ﹤0.01%
+355
2645
$9K ﹤0.01%
747
+621
2646
$9K ﹤0.01%
213
+114
2647
$9K ﹤0.01%
112
+101
2648
$9K ﹤0.01%
254
-6,088
2649
$9K ﹤0.01%
192
-15
2650
$9K ﹤0.01%
35
+12
104 105
106
107 108