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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
3551
$1K ﹤0.01%
14
3552
$1K ﹤0.01%
82
+75
3553
$1K ﹤0.01%
+40
3554
$1K ﹤0.01%
+72
3555
$1K ﹤0.01%
9
+5
3556
$1K ﹤0.01%
31
3557
$1K ﹤0.01%
32
3558
$1K ﹤0.01%
157
+85
3559
$1K ﹤0.01%
50
-14
3560
$1K ﹤0.01%
235
-113
3561
$1K ﹤0.01%
227
+31
3562
$1K ﹤0.01%
50
-13
3563
$1K ﹤0.01%
27
+22
3564
$1K ﹤0.01%
153
3565
$1K ﹤0.01%
+505
3566
$1K ﹤0.01%
310
-1,167
3567
$1K ﹤0.01%
+35
3568
$1K ﹤0.01%
100
3569
$1K ﹤0.01%
+58
3570
$1K ﹤0.01%
48
3571
$1K ﹤0.01%
+55
3572
$1K ﹤0.01%
28
-8
3573
$1K ﹤0.01%
27
3574
$1K ﹤0.01%
+50
3575
$1K ﹤0.01%
+134
141 142
143
144 145