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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
3301
$2K ﹤0.01%
52
-10
3302
$2K ﹤0.01%
+51
3303
$2K ﹤0.01%
+87
3304
$2K ﹤0.01%
108
+87
3305
$2K ﹤0.01%
+27
3306
$2K ﹤0.01%
300
3307
$2K ﹤0.01%
395
-1,011
3308
$2K ﹤0.01%
+600
3309
$2K ﹤0.01%
51
3310
$2K ﹤0.01%
+74
3311
$2K ﹤0.01%
+237
3312
$2K ﹤0.01%
506
+200
3313
$2K ﹤0.01%
58
3314
$2K ﹤0.01%
973
+184
3315
$2K ﹤0.01%
58
+6
3316
$2K ﹤0.01%
114
3317
$2K ﹤0.01%
+76
3318
$2K ﹤0.01%
32
-230
3319
$2K ﹤0.01%
+203
3320
$2K ﹤0.01%
16
+7
3321
$2K ﹤0.01%
35
-11
3322
$2K ﹤0.01%
273
-2,725
3323
$2K ﹤0.01%
61
+17
3324
$2K ﹤0.01%
+125
3325
$2K ﹤0.01%
+50
131 132
133
134 135