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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
3076
$4K ﹤0.01%
377
-1
3077
$4K ﹤0.01%
199
3078
$4K ﹤0.01%
105
3079
$4K ﹤0.01%
101
+7
3080
$4K ﹤0.01%
191
+154
3081
$4K ﹤0.01%
296
+143
3082
$4K ﹤0.01%
159
-209
3083
$4K ﹤0.01%
+314
3084
$4K ﹤0.01%
+200
3085
$4K ﹤0.01%
200
3086
$4K ﹤0.01%
90
+87
3087
$4K ﹤0.01%
+400
3088
$4K ﹤0.01%
100
3089
$4K ﹤0.01%
65
3090
$4K ﹤0.01%
500
3091
$4K ﹤0.01%
160
3092
$4K ﹤0.01%
128
+70
3093
$4K ﹤0.01%
196
3094
$4K ﹤0.01%
95
-8
3095
$4K ﹤0.01%
111
+33
3096
$4K ﹤0.01%
145
+50
3097
$4K ﹤0.01%
404
+223
3098
$4K ﹤0.01%
179
-422
3099
$4K ﹤0.01%
69
-120
3100
$4K ﹤0.01%
282
122 123
124
125 126