We are live on ! Find out more
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
3651
$1K ﹤0.01%
57
-160
3652
– –
0
3653
$1K ﹤0.01%
33
-7
3654
$1K ﹤0.01%
+36
3655
$1K ﹤0.01%
32
-1,263
3656
$1K ﹤0.01%
+205
3657
$1K ﹤0.01%
22
-72
3658
$1K ﹤0.01%
200
-292
3659
$1K ﹤0.01%
59
+29
3660
$1K ﹤0.01%
100
3661
$1K ﹤0.01%
+76
3662
$1K ﹤0.01%
+52
3663
$1K ﹤0.01%
57
-312
3664
$1K ﹤0.01%
74
-42
3665
$1K ﹤0.01%
19
+16
3666
$1K ﹤0.01%
+41
3667
$1K ﹤0.01%
12
3668
$1K ﹤0.01%
42
+32
3669
$1K ﹤0.01%
9
+2
3670
$1K ﹤0.01%
52
3671
$1K ﹤0.01%
38
3672
$1K ﹤0.01%
21
-204
3673
$1K ﹤0.01%
90
-1,005
3674
$1K ﹤0.01%
76
-530
3675
$1K ﹤0.01%
54
+17
145 146
147
148 149