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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
2126
$18K ﹤0.01%
188
+98
2127
$18K ﹤0.01%
1,159
+775
2128
$18K ﹤0.01%
348
2129
$18K ﹤0.01%
749
+199
2130
$18K ﹤0.01%
580
2131
$18K ﹤0.01%
340
+132
2132
$18K ﹤0.01%
233
+221
2133
$18K ﹤0.01%
1,100
+916
2134
$18K ﹤0.01%
202
2135
$18K ﹤0.01%
+178
2136
$18K ﹤0.01%
+801
2137
$18K ﹤0.01%
170
-2
2138
$18K ﹤0.01%
62
+45
2139
$18K ﹤0.01%
1,290
2140
$18K ﹤0.01%
1,350
2141
$18K ﹤0.01%
1,074
-202
2142
$18K ﹤0.01%
482
+89
2143
$18K ﹤0.01%
254
+155
2144
$18K ﹤0.01%
+388
2145
$18K ﹤0.01%
84
+30
2146
$18K ﹤0.01%
6,009
+1,940
2147
$18K ﹤0.01%
715
+276
2148
$18K ﹤0.01%
340
+336
2149
$18K ﹤0.01%
564
+146
2150
$18K ﹤0.01%
2,412
+2,159
84 85
86
87 88