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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
2701
$8K ﹤0.01%
1,740
+155
2702
$8K ﹤0.01%
105
2703
$8K ﹤0.01%
150
2704
$8K ﹤0.01%
+412
2705
$8K ﹤0.01%
400
2706
$8K ﹤0.01%
308
+270
2707
$8K ﹤0.01%
63
+57
2708
$8K ﹤0.01%
381
+15
2709
$8K ﹤0.01%
278
2710
$8K ﹤0.01%
5,394
+1,341
2711
$8K ﹤0.01%
732
-111
2712
$8K ﹤0.01%
51
+29
2713
$8K ﹤0.01%
76
2714
$8K ﹤0.01%
101
+50
2715
$8K ﹤0.01%
1,000
2716
$8K ﹤0.01%
1,619
+65
2717
$8K ﹤0.01%
177
+56
2718
$8K ﹤0.01%
320
+9
2719
$8K ﹤0.01%
575
2720
$8K ﹤0.01%
172
-148
2721
$8K ﹤0.01%
273
-31
2722
$8K ﹤0.01%
131
+7
2723
$8K ﹤0.01%
1,068
2724
$8K ﹤0.01%
144
-21
2725
$8K ﹤0.01%
23
107 108
109
110 111