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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
$14.1B
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,040
New
Increased
Reduced
Closed

Top Sells

1 +$171M
2 +$120M
3 +$91.1M
4
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$78.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$70.2M

Sector Composition

1 Technology 5.97%
2 Healthcare 4.87%
3 Financials 4%
4 Industrials 2.87%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2851
$5K ﹤0.01%
219
2852
$5K ﹤0.01%
239
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2853
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1,000
2854
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100
2855
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329
+312
2856
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500
2857
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239
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2858
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2859
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196
2860
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194
+7
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2864
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25
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2866
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2868
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2869
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2870
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2871
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253
2872
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2873
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2874
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347
2875
$5K ﹤0.01%
+100