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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
2326
$15K ﹤0.01%
+252
2327
$15K ﹤0.01%
4,760
2328
$15K ﹤0.01%
332
-50
2329
$15K ﹤0.01%
594
+283
2330
$15K ﹤0.01%
221
+178
2331
$15K ﹤0.01%
202
2332
$15K ﹤0.01%
818
2333
$15K ﹤0.01%
2,995
2334
$15K ﹤0.01%
376
-27
2335
$15K ﹤0.01%
144
+56
2336
$15K ﹤0.01%
631
+510
2337
$15K ﹤0.01%
206
+110
2338
$15K ﹤0.01%
+600
2339
$14K ﹤0.01%
352
+176
2340
$14K ﹤0.01%
802
+73
2341
$14K ﹤0.01%
128
+54
2342
$14K ﹤0.01%
+2,039
2343
$14K ﹤0.01%
474
+124
2344
$14K ﹤0.01%
+1,873
2345
$14K ﹤0.01%
307
-41
2346
$14K ﹤0.01%
142
-94
2347
$14K ﹤0.01%
711
-1,663
2348
$14K ﹤0.01%
+788
2349
$14K ﹤0.01%
365
-258
2350
$14K ﹤0.01%
418
+316
92 93
94
95 96