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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
3251
$3K ﹤0.01%
208
-301
3252
$3K ﹤0.01%
93
-108
3253
$3K ﹤0.01%
21
-2
3254
$3K ﹤0.01%
+1,000
3255
$3K ﹤0.01%
450
3256
$3K ﹤0.01%
+223
3257
$3K ﹤0.01%
26
+22
3258
$3K ﹤0.01%
40
3259
$3K ﹤0.01%
+1,000
3260
$3K ﹤0.01%
373
+23
3261
$3K ﹤0.01%
95
3262
$3K ﹤0.01%
1,528
+1,508
3263
$3K ﹤0.01%
205
-90
3264
$3K ﹤0.01%
+490
3265
$3K ﹤0.01%
389
-1,817
3266
$3K ﹤0.01%
80
+33
3267
$3K ﹤0.01%
90
3268
$3K ﹤0.01%
700
3269
$3K ﹤0.01%
222
-6
3270
$3K ﹤0.01%
+110
3271
$3K ﹤0.01%
+125
3272
$3K ﹤0.01%
38
3273
$3K ﹤0.01%
116
3274
$3K ﹤0.01%
236
+151
3275
$3K ﹤0.01%
983
-452
129 130
131
132 133