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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
3576
$1K ﹤0.01%
30
-33
3577
$1K ﹤0.01%
42
+37
3578
$1K ﹤0.01%
+89
3579
$1K ﹤0.01%
4,450
+4,000
3580
$1K ﹤0.01%
9
+6
3581
$1K ﹤0.01%
17
-9
3582
$1K ﹤0.01%
+43
3583
$1K ﹤0.01%
+503
3584
$1K ﹤0.01%
198
+150
3585
$1K ﹤0.01%
183
+100
3586
$1K ﹤0.01%
+14
3587
$1K ﹤0.01%
+42
3588
$1K ﹤0.01%
+60
3589
$1K ﹤0.01%
+90
3590
$1K ﹤0.01%
98
+23
3591
$1K ﹤0.01%
55
-68
3592
$1K ﹤0.01%
27
3593
$1K ﹤0.01%
181
+18
3594
$1K ﹤0.01%
+40
3595
$1K ﹤0.01%
+284
3596
$1K ﹤0.01%
50
3597
$1K ﹤0.01%
+20
3598
$1K ﹤0.01%
43
-935
3599
$1K ﹤0.01%
+43
3600
$1K ﹤0.01%
11
-25
142 143
144
145 146