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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
1826
$33K ﹤0.01%
1,512
+303
1827
$33K ﹤0.01%
1,680
-182
1828
$33K ﹤0.01%
+3,973
1829
$33K ﹤0.01%
+1,176
1830
$33K ﹤0.01%
451
1831
$33K ﹤0.01%
+1,725
1832
$33K ﹤0.01%
805
+203
1833
$33K ﹤0.01%
356
+234
1834
$33K ﹤0.01%
254
+66
1835
$33K ﹤0.01%
354
+150
1836
$33K ﹤0.01%
5,249
-115
1837
$33K ﹤0.01%
1,582
-823
1838
$33K ﹤0.01%
273
+17
1839
$33K ﹤0.01%
1,622
-21
1840
$33K ﹤0.01%
1,274
+374
1841
$32K ﹤0.01%
785
+16
1842
$32K ﹤0.01%
402
+294
1843
$32K ﹤0.01%
2,735
+871
1844
$32K ﹤0.01%
675
+2
1845
$32K ﹤0.01%
1,677
1846
$32K ﹤0.01%
556
-58
1847
$32K ﹤0.01%
812
-80
1848
$32K ﹤0.01%
585
+331
1849
$32K ﹤0.01%
305
+241
1850
$32K ﹤0.01%
610
72 73
74
75 76