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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
2126
$20K ﹤0.01%
1,825
+55
2127
$20K ﹤0.01%
+640
2128
$20K ﹤0.01%
774
+19
2129
$20K ﹤0.01%
1,044
-966
2130
$20K ﹤0.01%
686
+81
2131
$20K ﹤0.01%
1,021
+22
2132
$20K ﹤0.01%
1,682
2133
$20K ﹤0.01%
2,139
+238
2134
$20K ﹤0.01%
763
+646
2135
$20K ﹤0.01%
890
+762
2136
$20K ﹤0.01%
553
+308
2137
$19K ﹤0.01%
128
+12
2138
$19K ﹤0.01%
1,172
+67
2139
$19K ﹤0.01%
279
2140
$19K ﹤0.01%
11,297
+981
2141
$19K ﹤0.01%
622
2142
$19K ﹤0.01%
3,688
+3,295
2143
$19K ﹤0.01%
265
+48
2144
$19K ﹤0.01%
367
-27
2145
$19K ﹤0.01%
5,917
+3,715
2146
$19K ﹤0.01%
750
2147
$19K ﹤0.01%
358
+37
2148
$19K ﹤0.01%
127
+81
2149
$19K ﹤0.01%
328
-17
2150
$19K ﹤0.01%
2,190
84 85
86
87 88