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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
2276
$16K ﹤0.01%
683
+534
2277
$16K ﹤0.01%
559
+347
2278
$16K ﹤0.01%
+1,038
2279
$16K ﹤0.01%
450
2280
$16K ﹤0.01%
581
+10
2281
$16K ﹤0.01%
323
-11
2282
$16K ﹤0.01%
805
+4
2283
$16K ﹤0.01%
475
+89
2284
$16K ﹤0.01%
108
+6
2285
$16K ﹤0.01%
692
2286
$16K ﹤0.01%
868
+799
2287
$16K ﹤0.01%
722
-446
2288
$16K ﹤0.01%
386
2289
$16K ﹤0.01%
922
+8
2290
$16K ﹤0.01%
300
-151
2291
$16K ﹤0.01%
434
2292
$16K ﹤0.01%
401
+83
2293
$16K ﹤0.01%
+31,420
2294
$15K ﹤0.01%
5,803
+887
2295
$15K ﹤0.01%
+2,378
2296
$15K ﹤0.01%
2,741
-53
2297
$15K ﹤0.01%
1,033
+387
2298
$15K ﹤0.01%
500
2299
$15K ﹤0.01%
443
2300
$15K ﹤0.01%
459
90 91
92
93 94