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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
3526
$1K ﹤0.01%
+149
3527
$1K ﹤0.01%
133
-40
3528
$1K ﹤0.01%
10
-165
3529
$1K ﹤0.01%
213
3530
$1K ﹤0.01%
+269
3531
$1K ﹤0.01%
+102
3532
$1K ﹤0.01%
7
+6
3533
$1K ﹤0.01%
24
-82
3534
$1K ﹤0.01%
+300
3535
$1K ﹤0.01%
111
3536
$1K ﹤0.01%
100
+26
3537
$1K ﹤0.01%
+30
3538
$1K ﹤0.01%
+34
3539
$1K ﹤0.01%
+100
3540
$1K ﹤0.01%
50
-480
3541
$1K ﹤0.01%
37
-23
3542
$1K ﹤0.01%
+11
3543
$1K ﹤0.01%
177
3544
$1K ﹤0.01%
25
-120
3545
$1K ﹤0.01%
85
3546
$1K ﹤0.01%
42
-289
3547
$1K ﹤0.01%
42
-32
3548
$1K ﹤0.01%
275
+35
3549
$1K ﹤0.01%
+19
3550
$1K ﹤0.01%
+59
140 141
142
143 144