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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
2226
$17K ﹤0.01%
5,054
-2,500
2227
$17K ﹤0.01%
691
+160
2228
$17K ﹤0.01%
823
-193
2229
$17K ﹤0.01%
656
+198
2230
$17K ﹤0.01%
402
-51
2231
$17K ﹤0.01%
1,094
-288
2232
$17K ﹤0.01%
1,000
-12,600
2233
$17K ﹤0.01%
650
2234
$17K ﹤0.01%
401
+395
2235
$17K ﹤0.01%
2,987
-594
2236
$17K ﹤0.01%
1,338
-492
2237
$17K ﹤0.01%
1,461
+1,094
2238
$17K ﹤0.01%
1,886
+893
2239
$17K ﹤0.01%
479
+55
2240
$17K ﹤0.01%
5,580
+1,752
2241
$17K ﹤0.01%
300
2242
$17K ﹤0.01%
627
2243
$17K ﹤0.01%
804
+540
2244
$16K ﹤0.01%
660
-325
2245
$16K ﹤0.01%
667
+421
2246
$16K ﹤0.01%
588
+186
2247
$16K ﹤0.01%
570
+12
2248
$16K ﹤0.01%
+800
2249
$16K ﹤0.01%
875
+339
2250
$16K ﹤0.01%
446
+46
88 89
90
91 92