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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
2976
$5K ﹤0.01%
468
-2,053
2977
$5K ﹤0.01%
55
+28
2978
$5K ﹤0.01%
239
-717
2979
$5K ﹤0.01%
183
2980
$5K ﹤0.01%
349
+20
2981
$5K ﹤0.01%
176
+89
2982
$5K ﹤0.01%
+235
2983
$5K ﹤0.01%
500
2984
$5K ﹤0.01%
26
-2
2985
$5K ﹤0.01%
+238
2986
$5K ﹤0.01%
594
-1,818
2987
$5K ﹤0.01%
+446
2988
$5K ﹤0.01%
596
-1,578
2989
$5K ﹤0.01%
243
+124
2990
$5K ﹤0.01%
80
-52
2991
$5K ﹤0.01%
400
2992
$5K ﹤0.01%
132
+66
2993
$5K ﹤0.01%
135
2994
$5K ﹤0.01%
+119
2995
$5K ﹤0.01%
221
-250
2996
$5K ﹤0.01%
+392
2997
$5K ﹤0.01%
392
+202
2998
$5K ﹤0.01%
274
+35
2999
$5K ﹤0.01%
121
+37
3000
$5K ﹤0.01%
197
-1,183
118 119
120
121 122