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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
2801
$7K ﹤0.01%
643
+476
2802
$7K ﹤0.01%
526
2803
$7K ﹤0.01%
157
-27
2804
$7K ﹤0.01%
61
+17
2805
$7K ﹤0.01%
339
2806
$7K ﹤0.01%
150
2807
$7K ﹤0.01%
650
+192
2808
$7K ﹤0.01%
+311
2809
$7K ﹤0.01%
300
2810
$7K ﹤0.01%
85
+44
2811
$7K ﹤0.01%
306
+166
2812
$7K ﹤0.01%
107
2813
$7K ﹤0.01%
+279
2814
$7K ﹤0.01%
254
-47
2815
$7K ﹤0.01%
669
2816
$7K ﹤0.01%
84
+12
2817
$7K ﹤0.01%
+1,200
2818
$7K ﹤0.01%
752
+77
2819
$7K ﹤0.01%
413
+29
2820
$7K ﹤0.01%
1,674
+1,057
2821
$7K ﹤0.01%
481
+443
2822
$7K ﹤0.01%
333
+153
2823
$7K ﹤0.01%
143
+4
2824
$7K ﹤0.01%
+242
2825
$7K ﹤0.01%
435
111 112
113
114 115