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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
2176
$18K ﹤0.01%
+1,296
2177
$18K ﹤0.01%
481
+101
2178
$18K ﹤0.01%
1,087
2179
$18K ﹤0.01%
125
+41
2180
$18K ﹤0.01%
875
+794
2181
$18K ﹤0.01%
310
+2
2182
$18K ﹤0.01%
+500
2183
$18K ﹤0.01%
529
+488
2184
$18K ﹤0.01%
320
-135
2185
$18K ﹤0.01%
279
-58
2186
$18K ﹤0.01%
1,691
+1,212
2187
$18K ﹤0.01%
388
2188
$18K ﹤0.01%
2,714
+1,392
2189
$18K ﹤0.01%
542
-61
2190
$18K ﹤0.01%
5,125
+739
2191
$18K ﹤0.01%
169
+124
2192
$18K ﹤0.01%
205
+183
2193
$18K ﹤0.01%
+788
2194
$18K ﹤0.01%
1,655
+1,638
2195
$18K ﹤0.01%
300
2196
$18K ﹤0.01%
315
+178
2197
$18K ﹤0.01%
3,217
+1,586
2198
$18K ﹤0.01%
83
+28
2199
$18K ﹤0.01%
+1,919
2200
$18K ﹤0.01%
3,712
86 87
88
89 90