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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
3251
$2K ﹤0.01%
+42
3252
$2K ﹤0.01%
51
+48
3253
$2K ﹤0.01%
351
+301
3254
$2K ﹤0.01%
+306
3255
$2K ﹤0.01%
58
-51
3256
$2K ﹤0.01%
12
+4
3257
$2K ﹤0.01%
52
+26
3258
$2K ﹤0.01%
701
3259
$2K ﹤0.01%
49
-73
3260
$2K ﹤0.01%
188
3261
$2K ﹤0.01%
67
+7
3262
$2K ﹤0.01%
11
-8
3263
$2K ﹤0.01%
28
+26
3264
$2K ﹤0.01%
77
+35
3265
$2K ﹤0.01%
48
3266
$2K ﹤0.01%
34
-2,607
3267
$1K ﹤0.01%
39
3268
$1K ﹤0.01%
202
-389
3269
$1K ﹤0.01%
31
3270
$1K ﹤0.01%
32
3271
$1K ﹤0.01%
474
3272
$1K ﹤0.01%
20
+6
3273
$1K ﹤0.01%
72
3274
$1K ﹤0.01%
+196
3275
$1K ﹤0.01%
3
129 130
131
132 133