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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
2901
$6K ﹤0.01%
428
-25
2902
$6K ﹤0.01%
197
+28
2903
$6K ﹤0.01%
53
2904
$6K ﹤0.01%
522
+57
2905
$6K ﹤0.01%
418
2906
$6K ﹤0.01%
+866
2907
$6K ﹤0.01%
+227
2908
$6K ﹤0.01%
203
+101
2909
$6K ﹤0.01%
+428
2910
$6K ﹤0.01%
100
2911
$6K ﹤0.01%
208
+7
2912
$6K ﹤0.01%
101
-21
2913
$6K ﹤0.01%
86
2914
$6K ﹤0.01%
121
2915
$6K ﹤0.01%
+530
2916
$6K ﹤0.01%
477
+16
2917
$6K ﹤0.01%
283
-79
2918
$6K ﹤0.01%
383
+320
2919
$6K ﹤0.01%
+645
2920
$6K ﹤0.01%
133
-7
2921
$6K ﹤0.01%
+92
2922
$6K ﹤0.01%
657
+514
2923
$6K ﹤0.01%
267
-40
2924
$6K ﹤0.01%
453
2925
$6K ﹤0.01%
669
115 116
117
118 119