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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
3426
$2K ﹤0.01%
101
-196
3427
$2K ﹤0.01%
166
+8
3428
$2K ﹤0.01%
109
+95
3429
$2K ﹤0.01%
53
-287
3430
$2K ﹤0.01%
129
+60
3431
$2K ﹤0.01%
39
+31
3432
$2K ﹤0.01%
654
+346
3433
$2K ﹤0.01%
23
+18
3434
$2K ﹤0.01%
80
+13
3435
$2K ﹤0.01%
50
3436
$2K ﹤0.01%
+77
3437
$2K ﹤0.01%
355
+225
3438
$2K ﹤0.01%
20
3439
$2K ﹤0.01%
+73
3440
$2K ﹤0.01%
450
3441
$2K ﹤0.01%
+106
3442
$2K ﹤0.01%
43
+11
3443
$2K ﹤0.01%
+131
3444
$2K ﹤0.01%
183
+168
3445
$2K ﹤0.01%
56
-138
3446
$2K ﹤0.01%
+23
3447
$2K ﹤0.01%
+123
3448
$2K ﹤0.01%
134
-54
3449
$2K ﹤0.01%
+32
3450
$2K ﹤0.01%
+354
136 137
138
139 140