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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
3351
$2K ﹤0.01%
+169
3352
$2K ﹤0.01%
1,000
3353
$2K ﹤0.01%
35
-50
3354
$2K ﹤0.01%
350
3355
$2K ﹤0.01%
75
3356
$2K ﹤0.01%
79
-196
3357
$2K ﹤0.01%
85
3358
$2K ﹤0.01%
+126
3359
$2K ﹤0.01%
+150
3360
$2K ﹤0.01%
107
3361
$2K ﹤0.01%
203
+3
3362
$2K ﹤0.01%
687
3363
$2K ﹤0.01%
650
3364
$2K ﹤0.01%
+24
3365
$2K ﹤0.01%
394
3366
$2K ﹤0.01%
100
3367
$2K ﹤0.01%
65
-35
3368
$2K ﹤0.01%
40
+24
3369
$2K ﹤0.01%
+87
3370
$2K ﹤0.01%
+154
3371
$2K ﹤0.01%
48
-460
3372
$2K ﹤0.01%
119
-247
3373
$2K ﹤0.01%
212
-294
3374
$2K ﹤0.01%
456
3375
$2K ﹤0.01%
372
133 134
135
136 137