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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
1401
$81K ﹤0.01%
347
+22
1402
$80K ﹤0.01%
3,094
1403
$80K ﹤0.01%
1,497
+1
1404
$80K ﹤0.01%
+3,960
1405
$80K ﹤0.01%
5,088
-710
1406
$80K ﹤0.01%
798
+266
1407
$80K ﹤0.01%
802
+109
1408
$79K ﹤0.01%
1,314
+122
1409
$79K ﹤0.01%
+1,619
1410
$79K ﹤0.01%
11,215
-121
1411
$79K ﹤0.01%
2,716
+187
1412
$79K ﹤0.01%
419
+75
1413
$78K ﹤0.01%
887
+43
1414
$78K ﹤0.01%
1,204
+1,125
1415
$78K ﹤0.01%
736
+39
1416
$78K ﹤0.01%
2,942
1417
$77K ﹤0.01%
2,680
1418
$77K ﹤0.01%
1,182
+541
1419
$77K ﹤0.01%
1,703
+545
1420
$77K ﹤0.01%
12,552
1421
$77K ﹤0.01%
1,764
-65,834
1422
$77K ﹤0.01%
4,744
+276
1423
$77K ﹤0.01%
3,042
-1,140
1424
$76K ﹤0.01%
1,130
+529
1425
$76K ﹤0.01%
787
+407
55 56
57
58 59