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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
1376
$86K ﹤0.01%
2,626
-354
1377
$86K ﹤0.01%
1,864
+10
1378
$85K ﹤0.01%
7,635
+963
1379
$85K ﹤0.01%
4,764
-834
1380
$85K ﹤0.01%
2,212
+248
1381
$85K ﹤0.01%
977
-9
1382
$84K ﹤0.01%
1,523
-643
1383
$83K ﹤0.01%
1,018
-120
1384
$83K ﹤0.01%
4,557
+369
1385
$83K ﹤0.01%
3,478
+277
1386
$83K ﹤0.01%
3,088
-542
1387
$83K ﹤0.01%
1,705
+1,148
1388
$82K ﹤0.01%
618
-71
1389
$82K ﹤0.01%
1,814
+205
1390
$82K ﹤0.01%
+4,647
1391
$82K ﹤0.01%
3,506
+4
1392
$82K ﹤0.01%
1,797
+307
1393
$82K ﹤0.01%
2,870
-210
1394
$82K ﹤0.01%
2,460
-11,744
1395
$82K ﹤0.01%
1,598
1396
$82K ﹤0.01%
2,635
+1,901
1397
$82K ﹤0.01%
3,052
+355
1398
$82K ﹤0.01%
1,610
+124
1399
$81K ﹤0.01%
+1,150
1400
$81K ﹤0.01%
1,921
54 55
56
57 58