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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
2651
$9K ﹤0.01%
+304
2652
$9K ﹤0.01%
792
+209
2653
$9K ﹤0.01%
390
2654
$9K ﹤0.01%
93
-38
2655
$9K ﹤0.01%
186
2656
$9K ﹤0.01%
332
+144
2657
$9K ﹤0.01%
209
2658
$9K ﹤0.01%
661
2659
$9K ﹤0.01%
275
-22
2660
$9K ﹤0.01%
411
-112
2661
$9K ﹤0.01%
475
-1,499
2662
$9K ﹤0.01%
671
2663
$9K ﹤0.01%
100
2664
$9K ﹤0.01%
1,629
-290
2665
$9K ﹤0.01%
+625
2666
$9K ﹤0.01%
152
+37
2667
$9K ﹤0.01%
959
-82
2668
$9K ﹤0.01%
629
+400
2669
$9K ﹤0.01%
315
-52
2670
$9K ﹤0.01%
51
+40
2671
$9K ﹤0.01%
707
-451
2672
$9K ﹤0.01%
612
-239
2673
$9K ﹤0.01%
426
2674
$9K ﹤0.01%
469
+352
2675
$9K ﹤0.01%
257
-83
105 106
107
108 109