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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
3126
$4K ﹤0.01%
134
3127
$4K ﹤0.01%
200
3128
$4K ﹤0.01%
+308
3129
$4K ﹤0.01%
+346
3130
$4K ﹤0.01%
50
-18
3131
$4K ﹤0.01%
156
-19
3132
$4K ﹤0.01%
+98
3133
$4K ﹤0.01%
125
3134
$4K ﹤0.01%
100
3135
$4K ﹤0.01%
29
3136
$4K ﹤0.01%
88
-160
3137
$4K ﹤0.01%
2,400
3138
$4K ﹤0.01%
+397
3139
$4K ﹤0.01%
+817
3140
$4K ﹤0.01%
48
+5
3141
$4K ﹤0.01%
270
+19
3142
$4K ﹤0.01%
+475
3143
$4K ﹤0.01%
+263
3144
$4K ﹤0.01%
+200
3145
$4K ﹤0.01%
+969
3146
$4K ﹤0.01%
98
+82
3147
$4K ﹤0.01%
290
3148
$3K ﹤0.01%
156
+24
3149
$3K ﹤0.01%
600
-100
3150
$3K ﹤0.01%
+80
124 125
126
127 128