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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
3151
$3K ﹤0.01%
400
-3,646
3152
$3K ﹤0.01%
183
+69
3153
$3K ﹤0.01%
91
-288
3154
$3K ﹤0.01%
97
-298
3155
$3K ﹤0.01%
189
-135
3156
$3K ﹤0.01%
95
3157
$3K ﹤0.01%
308
3158
$3K ﹤0.01%
107
3159
$3K ﹤0.01%
700
3160
$3K ﹤0.01%
41
+15
3161
$3K ﹤0.01%
+312
3162
$3K ﹤0.01%
130
-72
3163
$3K ﹤0.01%
+415
3164
$3K ﹤0.01%
280
+108
3165
$3K ﹤0.01%
85
3166
$3K ﹤0.01%
762
+375
3167
$3K ﹤0.01%
282
+266
3168
$3K ﹤0.01%
142
-17
3169
$3K ﹤0.01%
224
+190
3170
$3K ﹤0.01%
30
-70
3171
$3K ﹤0.01%
84
+3
3172
$3K ﹤0.01%
+430
3173
$3K ﹤0.01%
+692
3174
$3K ﹤0.01%
283
-129
3175
$3K ﹤0.01%
25
125 126
127
128 129