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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
2251
$16K ﹤0.01%
155
+59
2252
$16K ﹤0.01%
468
2253
$16K ﹤0.01%
655
2254
$16K ﹤0.01%
+200
2255
$16K ﹤0.01%
784
2256
$16K ﹤0.01%
876
+420
2257
$16K ﹤0.01%
1,290
2258
$16K ﹤0.01%
167
-92
2259
$16K ﹤0.01%
150
2260
$16K ﹤0.01%
+866
2261
$16K ﹤0.01%
309
+281
2262
$16K ﹤0.01%
1,242
+10
2263
$16K ﹤0.01%
808
+781
2264
$16K ﹤0.01%
176
2265
$16K ﹤0.01%
151
+4
2266
$16K ﹤0.01%
218
2267
$16K ﹤0.01%
150
2268
$16K ﹤0.01%
562
+518
2269
$16K ﹤0.01%
1,326
2270
$16K ﹤0.01%
5,462
+5,062
2271
$16K ﹤0.01%
1,021
2272
$16K ﹤0.01%
314
-17
2273
$16K ﹤0.01%
777
+361
2274
$16K ﹤0.01%
5,335
+4,984
2275
$16K ﹤0.01%
+500
89 90
91
92 93