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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
2876
$6K ﹤0.01%
178
2877
$6K ﹤0.01%
237
2878
$6K ﹤0.01%
83
-125
2879
$6K ﹤0.01%
79
-19
2880
$6K ﹤0.01%
171
-525
2881
$6K ﹤0.01%
143
+140
2882
$6K ﹤0.01%
334
2883
$6K ﹤0.01%
233
-1,600
2884
$6K ﹤0.01%
470
-355
2885
$6K ﹤0.01%
780
2886
$6K ﹤0.01%
73
2887
$6K ﹤0.01%
637
+13
2888
$6K ﹤0.01%
345
+176
2889
$6K ﹤0.01%
208
+78
2890
$6K ﹤0.01%
+700
2891
$6K ﹤0.01%
38
+9
2892
$6K ﹤0.01%
19
-3
2893
$6K ﹤0.01%
2,073
+751
2894
$6K ﹤0.01%
411
+22
2895
$6K ﹤0.01%
273
+54
2896
$6K ﹤0.01%
60
+7
2897
$6K ﹤0.01%
267
+28
2898
$6K ﹤0.01%
104
+3
2899
$6K ﹤0.01%
191
+137
2900
$6K ﹤0.01%
222
-319
114 115
116
117 118