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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
1451
$72K ﹤0.01%
637
+92
1452
$72K ﹤0.01%
681
+87
1453
$72K ﹤0.01%
1,246
+18
1454
$72K ﹤0.01%
3,818
+370
1455
$71K ﹤0.01%
+2,239
1456
$71K ﹤0.01%
519
+151
1457
$71K ﹤0.01%
3,713
1458
$71K ﹤0.01%
285
+66
1459
$70K ﹤0.01%
1,734
+735
1460
$70K ﹤0.01%
3,417
-2,704
1461
$70K ﹤0.01%
1,772
+25
1462
$70K ﹤0.01%
2,423
-1,014
1463
$70K ﹤0.01%
1,817
-55
1464
$70K ﹤0.01%
1,967
-1,275
1465
$70K ﹤0.01%
1,211
+731
1466
$70K ﹤0.01%
292
+4
1467
$70K ﹤0.01%
746
-49
1468
$70K ﹤0.01%
8,376
+5,735
1469
$70K ﹤0.01%
635
+131
1470
$69K ﹤0.01%
1,273
+57
1471
$69K ﹤0.01%
1,536
-279,212
1472
$69K ﹤0.01%
1,948
+182
1473
$69K ﹤0.01%
+2,818
1474
$69K ﹤0.01%
670
+162
1475
$69K ﹤0.01%
1,162
-279
57 58
59
60 61