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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
3601
$1K ﹤0.01%
+62
3602
$1K ﹤0.01%
20
-9
3603
$1K ﹤0.01%
160
-46
3604
$1K ﹤0.01%
+59
3605
$1K ﹤0.01%
524
+183
3606
$1K ﹤0.01%
21
3607
$1K ﹤0.01%
52
-8
3608
$1K ﹤0.01%
27
-19
3609
$1K ﹤0.01%
48
+10
3610
$1K ﹤0.01%
25
+2
3611
$1K ﹤0.01%
90
-172
3612
$1K ﹤0.01%
50
+36
3613
$1K ﹤0.01%
+100
3614
$1K ﹤0.01%
9
-41
3615
$1K ﹤0.01%
+26
3616
$1K ﹤0.01%
+933
3617
$1K ﹤0.01%
+27
3618
$1K ﹤0.01%
187
+25
3619
$1K ﹤0.01%
+28
3620
$1K ﹤0.01%
173
+80
3621
$1K ﹤0.01%
+60
3622
$1K ﹤0.01%
110
+30
3623
$1K ﹤0.01%
+152
3624
$1K ﹤0.01%
30
3625
$1K ﹤0.01%
+47
143 144
145
146 147