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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
$13.6B
AUM Growth
+$985M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,413
New
Increased
Reduced
Closed

Top Sells

1 +$298M
2 +$146M
3 +$118M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$109M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$82.5M

Sector Composition

1 Technology 5.27%
2 Healthcare 4.77%
3 Financials 4.17%
4 Industrials 2.78%
5 Consumer Staples 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$6K ﹤0.01%
300
3127
$6K ﹤0.01%
137
3128
$6K ﹤0.01%
562
+510
3129
$6K ﹤0.01%
77
+9
3130
$6K ﹤0.01%
+212
3131
$6K ﹤0.01%
+1,063
3132
$5K ﹤0.01%
283
+232
3133
$5K ﹤0.01%
125
3134
$5K ﹤0.01%
67
+56
3135
$5K ﹤0.01%
110
-453
3136
$5K ﹤0.01%
23
+2
3137
$5K ﹤0.01%
858
+571
3138
$5K ﹤0.01%
+202
3139
$5K ﹤0.01%
+338
3140
$5K ﹤0.01%
212
3141
$5K ﹤0.01%
156
3142
$5K ﹤0.01%
274
+217
3143
$5K ﹤0.01%
135
3144
$5K ﹤0.01%
201
3145
$5K ﹤0.01%
300
3146
$5K ﹤0.01%
87
+17
3147
$5K ﹤0.01%
+1,308
3148
$5K ﹤0.01%
376
-43
3149
$5K ﹤0.01%
+89
3150
$5K ﹤0.01%
499
+27