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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
1876
$31K ﹤0.01%
285
+42
1877
$31K ﹤0.01%
1,751
+1,613
1878
$30K ﹤0.01%
762
+103
1879
$30K ﹤0.01%
900
1880
$30K ﹤0.01%
1,729
1881
$30K ﹤0.01%
1,194
+470
1882
$30K ﹤0.01%
+1,613
1883
$30K ﹤0.01%
332
+50
1884
$30K ﹤0.01%
2,165
-110
1885
$30K ﹤0.01%
457
+448
1886
$30K ﹤0.01%
676
+44
1887
$30K ﹤0.01%
645
+512
1888
$30K ﹤0.01%
418
+232
1889
$30K ﹤0.01%
1,025
-1,025
1890
$30K ﹤0.01%
+1,250
1891
$30K ﹤0.01%
540
+20
1892
$30K ﹤0.01%
1,158
-586
1893
$30K ﹤0.01%
672
+73
1894
$30K ﹤0.01%
818
1895
$30K ﹤0.01%
441
-149
1896
$30K ﹤0.01%
746
+495
1897
$30K ﹤0.01%
1,504
+120
1898
$29K ﹤0.01%
4,115
+1,000
1899
$29K ﹤0.01%
1,392
+1,353
1900
$29K ﹤0.01%
1,283
-1,637
74 75
76
77 78