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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
$13.6B
AUM Growth
+$985M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,413
New
Increased
Reduced
Closed

Top Sells

1 +$298M
2 +$146M
3 +$118M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$109M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$82.5M

Sector Composition

1 Technology 5.27%
2 Healthcare 4.77%
3 Financials 4.17%
4 Industrials 2.78%
5 Consumer Staples 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$11K ﹤0.01%
226
+59
2752
$11K ﹤0.01%
141
+1
2753
$11K ﹤0.01%
434
2754
$11K ﹤0.01%
354
+17
2755
$11K ﹤0.01%
1,509
2756
$11K ﹤0.01%
121
2757
$11K ﹤0.01%
8,474
+184
2758
$11K ﹤0.01%
249
+163
2759
$11K ﹤0.01%
273
2760
$11K ﹤0.01%
858
+127
2761
$11K ﹤0.01%
738
+64
2762
$11K ﹤0.01%
245
+127
2763
$11K ﹤0.01%
130
2764
$11K ﹤0.01%
585
2765
$11K ﹤0.01%
399
+13
2766
$11K ﹤0.01%
381
+273
2767
$11K ﹤0.01%
963
+556
2768
$11K ﹤0.01%
90
+9
2769
$11K ﹤0.01%
1,000
2770
$11K ﹤0.01%
704
2771
$11K ﹤0.01%
495
-727
2772
$11K ﹤0.01%
124
-16
2773
$11K ﹤0.01%
330
+2
2774
$11K ﹤0.01%
294
+71
2775
$10K ﹤0.01%
396