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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
3476
$1K ﹤0.01%
+89
3477
$1K ﹤0.01%
9
-16
3478
$1K ﹤0.01%
52
+38
3479
$1K ﹤0.01%
77
-79
3480
$1K ﹤0.01%
142
+11
3481
$1K ﹤0.01%
+18
3482
$1K ﹤0.01%
+457
3483
$1K ﹤0.01%
61
3484
$1K ﹤0.01%
+28
3485
$1K ﹤0.01%
+228
3486
$1K ﹤0.01%
+200
3487
$1K ﹤0.01%
+8
3488
$1K ﹤0.01%
9
3489
$1K ﹤0.01%
+89
3490
$1K ﹤0.01%
25
+12
3491
$1K ﹤0.01%
+45
3492
$1K ﹤0.01%
394
+316
3493
$1K ﹤0.01%
+80
3494
$1K ﹤0.01%
85
-1,648
3495
$1K ﹤0.01%
184
3496
$1K ﹤0.01%
39
3497
$1K ﹤0.01%
+67
3498
$1K ﹤0.01%
+151
3499
$1K ﹤0.01%
1,273
+795
3500
$1K ﹤0.01%
100
138 139
140
141 142