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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
3226
$3K ﹤0.01%
263
3227
$3K ﹤0.01%
117
+1
3228
$3K ﹤0.01%
896
3229
$3K ﹤0.01%
120
+103
3230
$3K ﹤0.01%
+335
3231
$3K ﹤0.01%
244
+127
3232
– –
0
3233
$3K ﹤0.01%
36
3234
$3K ﹤0.01%
55
-13
3235
$3K ﹤0.01%
120
3236
$3K ﹤0.01%
71
+29
3237
$3K ﹤0.01%
+63
3238
$3K ﹤0.01%
103
+10
3239
$3K ﹤0.01%
+75
3240
$3K ﹤0.01%
284
-42
3241
$3K ﹤0.01%
28
3242
$3K ﹤0.01%
90
-23
3243
$3K ﹤0.01%
49
+7
3244
$3K ﹤0.01%
250
3245
$3K ﹤0.01%
267
-356
3246
$3K ﹤0.01%
90
+78
3247
$3K ﹤0.01%
58
3248
$3K ﹤0.01%
+190
3249
$3K ﹤0.01%
+300
3250
$3K ﹤0.01%
38
-80
128 129
130
131 132