We are live on ! Find out more
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
2926
$6K ﹤0.01%
191
2927
$6K ﹤0.01%
301
2928
$6K ﹤0.01%
839
+24
2929
$6K ﹤0.01%
+485
2930
$6K ﹤0.01%
161
+8
2931
$6K ﹤0.01%
358
-61
2932
$6K ﹤0.01%
222
-15
2933
$6K ﹤0.01%
899
-3,017
2934
$6K ﹤0.01%
168
+44
2935
$6K ﹤0.01%
95
-54
2936
$5K ﹤0.01%
500
2937
$5K ﹤0.01%
200
2938
$5K ﹤0.01%
284
+101
2939
$5K ﹤0.01%
400
2940
$5K ﹤0.01%
200
-119
2941
$5K ﹤0.01%
282
-414
2942
$5K ﹤0.01%
157
+74
2943
$5K ﹤0.01%
184
+50
2944
$5K ﹤0.01%
300
2945
$5K ﹤0.01%
193
2946
$5K ﹤0.01%
+202
2947
$5K ﹤0.01%
91
2948
$5K ﹤0.01%
260
+146
2949
$5K ﹤0.01%
+566
2950
$5K ﹤0.01%
291
116 117
118
119 120