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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
$14.1B
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,040
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$194M
3
+$142M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$102M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$71M

Top Sells

1
+$171M
2
+$120M
3
+$91.1M
4
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$78.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$70.2M

Sector Composition

1 Technology 5.97%
2 Healthcare 4.87%
3 Financials 4%
4 Industrials 2.87%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$25K ﹤0.01%
823
+414
1952
$25K ﹤0.01%
141
+41
1953
$25K ﹤0.01%
103
1954
$25K ﹤0.01%
1,338
-361
1955
$25K ﹤0.01%
342
1956
$25K ﹤0.01%
58
-1
1957
$25K ﹤0.01%
1,000
-22
1958
$24K ﹤0.01%
267
+22
1959
$24K ﹤0.01%
440
+158
1960
$24K ﹤0.01%
455
+85
1961
$24K ﹤0.01%
204
+78
1962
$24K ﹤0.01%
1,025
+605
1963
$24K ﹤0.01%
213
+165
1964
$24K ﹤0.01%
893
+791
1965
$24K ﹤0.01%
744
-513
1966
$24K ﹤0.01%
1,001
-103
1967
$24K ﹤0.01%
1,087
+980
1968
$24K ﹤0.01%
2,016
+1,956
1969
$24K ﹤0.01%
954
-455
1970
$24K ﹤0.01%
1,109
1971
$24K ﹤0.01%
3,000
1972
$24K ﹤0.01%
308
+2
1973
$24K ﹤0.01%
1,830
-1,639
1974
$24K ﹤0.01%
247
+19
1975
$24K ﹤0.01%
603
-73
77 78
79
80 81