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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
3176
$3K ﹤0.01%
69
+48
3177
$3K ﹤0.01%
104
3178
$3K ﹤0.01%
57
+54
3179
$3K ﹤0.01%
100
-123
3180
$3K ﹤0.01%
379
+31
3181
$3K ﹤0.01%
+343
3182
$3K ﹤0.01%
117
-2
3183
$3K ﹤0.01%
354
+195
3184
$3K ﹤0.01%
35
-55
3185
$3K ﹤0.01%
35
-5
3186
$3K ﹤0.01%
378
-6
3187
$3K ﹤0.01%
113
-353
3188
$3K ﹤0.01%
302
+202
3189
$3K ﹤0.01%
19
-114
3190
$3K ﹤0.01%
120
+20
3191
$3K ﹤0.01%
55
3192
$3K ﹤0.01%
55
-10
3193
$3K ﹤0.01%
38
+2
3194
$3K ﹤0.01%
+215
3195
$3K ﹤0.01%
127
+98
3196
$3K ﹤0.01%
+793
3197
$3K ﹤0.01%
53
-17
3198
$3K ﹤0.01%
95
-180
3199
$3K ﹤0.01%
+174
3200
$3K ﹤0.01%
261
+64
126 127
128
129 130