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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
3076
$3K ﹤0.01%
+32
3077
$3K ﹤0.01%
41
3078
$3K ﹤0.01%
118
+32
3079
$3K ﹤0.01%
+68
3080
$3K ﹤0.01%
58
3081
$3K ﹤0.01%
173
+52
3082
$3K ﹤0.01%
+67
3083
$3K ﹤0.01%
65
3084
$3K ﹤0.01%
+192
3085
$3K ﹤0.01%
44
+7
3086
$3K ﹤0.01%
56
3087
$3K ﹤0.01%
50
3088
$3K ﹤0.01%
79
3089
$3K ﹤0.01%
1,000
3090
$3K ﹤0.01%
109
-3
3091
$3K ﹤0.01%
48
3092
$3K ﹤0.01%
26
+24
3093
$3K ﹤0.01%
176
3094
$3K ﹤0.01%
85
3095
$3K ﹤0.01%
291
+228
3096
$3K ﹤0.01%
51
3097
$3K ﹤0.01%
90
-68
3098
$3K ﹤0.01%
+10
3099
$3K ﹤0.01%
+101
3100
$3K ﹤0.01%
196
+72
122 123
124
125 126