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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
3676
$1K ﹤0.01%
208
-9,517
3677
$1K ﹤0.01%
174
+157
3678
$1K ﹤0.01%
32
-10
3679
$1K ﹤0.01%
+11
3680
$1K ﹤0.01%
+50
3681
$1K ﹤0.01%
14
-62
3682
$1K ﹤0.01%
3
3683
$1K ﹤0.01%
+89
3684
$1K ﹤0.01%
19
3685
$1K ﹤0.01%
+407
3686
$1K ﹤0.01%
+28
3687
$1K ﹤0.01%
300
3688
$1K ﹤0.01%
+17
3689
$1K ﹤0.01%
+134
3690
$1K ﹤0.01%
380
3691
$1K ﹤0.01%
+150
3692
$1K ﹤0.01%
21
-37
3693
$1K ﹤0.01%
30
-57
3694
$1K ﹤0.01%
+100
3695
$1K ﹤0.01%
200
-66
3696
$1K ﹤0.01%
14
-5
3697
$1K ﹤0.01%
660
3698
$1K ﹤0.01%
9
+3
3699
$1K ﹤0.01%
+88
3700
$1K ﹤0.01%
13
-76
146 147
148
149 150