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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
3176
$2K ﹤0.01%
350
+300
3177
$2K ﹤0.01%
138
-18
3178
$2K ﹤0.01%
+85
3179
$2K ﹤0.01%
253
3180
$2K ﹤0.01%
46
3181
$2K ﹤0.01%
+375
3182
$2K ﹤0.01%
+107
3183
$2K ﹤0.01%
100
3184
$2K ﹤0.01%
313
3185
$2K ﹤0.01%
22
-11
3186
$2K ﹤0.01%
+63
3187
$2K ﹤0.01%
49
3188
$2K ﹤0.01%
492
+44
3189
$2K ﹤0.01%
89
-22
3190
$2K ﹤0.01%
+456
3191
$2K ﹤0.01%
372
+188
3192
$2K ﹤0.01%
67
+59
3193
$2K ﹤0.01%
200
3194
$2K ﹤0.01%
+252
3195
$2K ﹤0.01%
+143
3196
$2K ﹤0.01%
150
3197
$2K ﹤0.01%
3
3198
$2K ﹤0.01%
+11
3199
$2K ﹤0.01%
27
-22
3200
$2K ﹤0.01%
30
+9
126 127
128
129 130