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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
3626
$1K ﹤0.01%
29
-32
3627
$1K ﹤0.01%
8
3628
$1K ﹤0.01%
7
3629
$1K ﹤0.01%
+102
3630
$1K ﹤0.01%
53
3631
$1K ﹤0.01%
+25
3632
$1K ﹤0.01%
45
+39
3633
$1K ﹤0.01%
615
-447
3634
$1K ﹤0.01%
1,000
-150
3635
$1K ﹤0.01%
300
3636
$1K ﹤0.01%
57
3637
$1K ﹤0.01%
+66
3638
$1K ﹤0.01%
45
3639
$1K ﹤0.01%
57
-415
3640
$1K ﹤0.01%
+8
3641
$1K ﹤0.01%
18
-92
3642
$1K ﹤0.01%
29
3643
$1K ﹤0.01%
+49
3644
$1K ﹤0.01%
35
-1,409
3645
$1K ﹤0.01%
26
-281
3646
$1K ﹤0.01%
143
-92
3647
$1K ﹤0.01%
+100
3648
$1K ﹤0.01%
53
-45
3649
$1K ﹤0.01%
+100
3650
$1K ﹤0.01%
+28
144 145
146
147 148