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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
3276
$3K ﹤0.01%
133
3277
$3K ﹤0.01%
339
+224
3278
$3K ﹤0.01%
136
3279
$2K ﹤0.01%
+61
3280
$2K ﹤0.01%
+101
3281
$2K ﹤0.01%
+143
3282
$2K ﹤0.01%
+108
3283
$2K ﹤0.01%
89
-24
3284
$2K ﹤0.01%
183
+104
3285
$2K ﹤0.01%
59
-50
3286
$2K ﹤0.01%
312
+284
3287
$2K ﹤0.01%
77
-99
3288
$2K ﹤0.01%
128
-2,803
3289
$2K ﹤0.01%
+1,000
3290
$2K ﹤0.01%
+100
3291
$2K ﹤0.01%
101
3292
$2K ﹤0.01%
90
3293
$2K ﹤0.01%
77
+32
3294
$2K ﹤0.01%
+101
3295
$2K ﹤0.01%
+107
3296
$2K ﹤0.01%
56
3297
$2K ﹤0.01%
+69
3298
$2K ﹤0.01%
+263
3299
$2K ﹤0.01%
167
3300
$2K ﹤0.01%
+126
130 131
132
133 134