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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
1976
$24K ﹤0.01%
1,601
+914
1977
$23K ﹤0.01%
638
+635
1978
$23K ﹤0.01%
639
+550
1979
$23K ﹤0.01%
230
1980
$23K ﹤0.01%
133
+63
1981
$23K ﹤0.01%
508
+404
1982
$23K ﹤0.01%
127
+83
1983
$23K ﹤0.01%
394
1984
$23K ﹤0.01%
919
1985
$23K ﹤0.01%
144
+122
1986
$23K ﹤0.01%
176
+11
1987
$23K ﹤0.01%
865
-141
1988
$23K ﹤0.01%
229
1989
$23K ﹤0.01%
1,122
-7
1990
$23K ﹤0.01%
316
+205
1991
$23K ﹤0.01%
109
1992
$23K ﹤0.01%
94
+63
1993
$23K ﹤0.01%
150
1994
$23K ﹤0.01%
166
-3
1995
$23K ﹤0.01%
+700
1996
$23K ﹤0.01%
1,105
1997
$23K ﹤0.01%
395
+263
1998
$23K ﹤0.01%
310
1999
$23K ﹤0.01%
978
+717
2000
$23K ﹤0.01%
595
-53
78 79
80
81 82