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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
3501
$1K ﹤0.01%
3,503
3502
$1K ﹤0.01%
322
3503
$1K ﹤0.01%
100
3504
$1K ﹤0.01%
25
3505
$1K ﹤0.01%
62
+50
3506
$1K ﹤0.01%
97
-91
3507
$1K ﹤0.01%
+66
3508
$1K ﹤0.01%
+62
3509
$1K ﹤0.01%
57
-3
3510
$1K ﹤0.01%
+231
3511
$1K ﹤0.01%
300
+200
3512
$1K ﹤0.01%
8
-38
3513
$1K ﹤0.01%
46
3514
$1K ﹤0.01%
34
+21
3515
$1K ﹤0.01%
+210
3516
$1K ﹤0.01%
13
3517
$1K ﹤0.01%
146
+53
3518
$1K ﹤0.01%
49
+12
3519
$1K ﹤0.01%
39
-28
3520
$1K ﹤0.01%
+39
3521
$1K ﹤0.01%
+6
3522
$1K ﹤0.01%
+45
3523
$1K ﹤0.01%
3
3524
$1K ﹤0.01%
42
3525
$1K ﹤0.01%
+42
139 140
141
142 143