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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
1851
$32K ﹤0.01%
+1,438
1852
$32K ﹤0.01%
1,340
+500
1853
$32K ﹤0.01%
1,721
+48
1854
$32K ﹤0.01%
975
+875
1855
$32K ﹤0.01%
135
-6
1856
$31K ﹤0.01%
883
+472
1857
$31K ﹤0.01%
913
+232
1858
$31K ﹤0.01%
2,863
+430
1859
$31K ﹤0.01%
4,260
-54
1860
$31K ﹤0.01%
849
+100
1861
$31K ﹤0.01%
296
+75
1862
$31K ﹤0.01%
2,000
1863
$31K ﹤0.01%
488
1864
$31K ﹤0.01%
584
1865
$31K ﹤0.01%
331
+257
1866
$31K ﹤0.01%
562
1867
$31K ﹤0.01%
3,384
+1,965
1868
$31K ﹤0.01%
1,034
1869
$31K ﹤0.01%
666
+3
1870
$31K ﹤0.01%
594
-28
1871
$31K ﹤0.01%
999
-51
1872
$31K ﹤0.01%
1,234
-272
1873
$31K ﹤0.01%
790
+180
1874
$31K ﹤0.01%
2,287
+578
1875
$31K ﹤0.01%
1,247
73 74
75
76 77