We are live on ! Find out more
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
2351
$14K ﹤0.01%
177
-47
2352
$14K ﹤0.01%
993
2353
$14K ﹤0.01%
164
+48
2354
$14K ﹤0.01%
813
+739
2355
$14K ﹤0.01%
717
+679
2356
$14K ﹤0.01%
278
-176
2357
$14K ﹤0.01%
386
2358
$14K ﹤0.01%
813
+500
2359
$14K ﹤0.01%
628
-1,812
2360
$14K ﹤0.01%
761
-132
2361
$14K ﹤0.01%
2,853
+213
2362
$14K ﹤0.01%
157
-13
2363
$14K ﹤0.01%
457
+390
2364
$14K ﹤0.01%
+568
2365
$14K ﹤0.01%
602
+62
2366
$14K ﹤0.01%
180
-23
2367
$14K ﹤0.01%
381
-3,614
2368
$14K ﹤0.01%
+401
2369
$14K ﹤0.01%
250
+189
2370
$14K ﹤0.01%
1,103
+50
2371
$14K ﹤0.01%
1,823
+200
2372
$14K ﹤0.01%
297
+19
2373
$14K ﹤0.01%
580
2374
$14K ﹤0.01%
3,055
+2,030
2375
$14K ﹤0.01%
470
-537
93 94
95
96 97