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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 Buys

1
+$351M
2
+$194M
3
+$142M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$102M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$71M

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
2951
$4K ﹤0.01%
175
2952
$4K ﹤0.01%
+40
2953
$4K ﹤0.01%
95
+4
2954
$4K ﹤0.01%
295
+90
2955
$4K ﹤0.01%
124
+54
2956
$4K ﹤0.01%
152
2957
$4K ﹤0.01%
67
+12
2958
$4K ﹤0.01%
149
+141
2959
$4K ﹤0.01%
116
2960
$4K ﹤0.01%
378
+18
2961
$4K ﹤0.01%
105
2962
$4K ﹤0.01%
94
2963
$4K ﹤0.01%
+36
2964
$4K ﹤0.01%
316
+311
2965
$4K ﹤0.01%
308
-20
2966
$4K ﹤0.01%
107
2967
$4K ﹤0.01%
154
+51
2968
$4K ﹤0.01%
50
+7
2969
$4K ﹤0.01%
180
+162
2970
$4K ﹤0.01%
159
-66
2971
$4K ﹤0.01%
281
2972
$4K ﹤0.01%
46
-33
2973
$4K ﹤0.01%
421
+403
2974
$4K ﹤0.01%
106
-454
2975
$4K ﹤0.01%
36
117 118
119
120 121