We are live on ! Find out more
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
1901
$29K ﹤0.01%
149
+31
1902
$29K ﹤0.01%
444
+95
1903
$29K ﹤0.01%
1,516
-12
1904
$29K ﹤0.01%
1,321
1905
$29K ﹤0.01%
+1,806
1906
$29K ﹤0.01%
159
+111
1907
$29K ﹤0.01%
321
+73
1908
$29K ﹤0.01%
748
1909
$29K ﹤0.01%
+3,500
1910
$29K ﹤0.01%
1,232
+103
1911
$29K ﹤0.01%
1,779
+813
1912
$29K ﹤0.01%
+1,798
1913
$29K ﹤0.01%
3,338
+545
1914
$29K ﹤0.01%
875
1915
$28K ﹤0.01%
257
+52
1916
$28K ﹤0.01%
362
+183
1917
$28K ﹤0.01%
833
+5
1918
$28K ﹤0.01%
635
+106
1919
$28K ﹤0.01%
3,104
+2,683
1920
$28K ﹤0.01%
378
+9
1921
$28K ﹤0.01%
515
+175
1922
$28K ﹤0.01%
932
+694
1923
$28K ﹤0.01%
970
+147
1924
$28K ﹤0.01%
3,572
+1,810
1925
$28K ﹤0.01%
1,537
-1,183
75 76
77
78 79