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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
2376
$14K ﹤0.01%
+1,331
2377
$14K ﹤0.01%
250
+82
2378
$14K ﹤0.01%
300
2379
$14K ﹤0.01%
5,672
+2,433
2380
$14K ﹤0.01%
941
+870
2381
$14K ﹤0.01%
1,483
+72
2382
$14K ﹤0.01%
4,711
-1,298
2383
$14K ﹤0.01%
+495
2384
$14K ﹤0.01%
521
+257
2385
$14K ﹤0.01%
117
-534
2386
$14K ﹤0.01%
2,936
+2,711
2387
$14K ﹤0.01%
337
-18
2388
$14K ﹤0.01%
1,000
2389
$14K ﹤0.01%
+3,548
2390
$14K ﹤0.01%
81
-6
2391
$14K ﹤0.01%
1,506
-316
2392
$14K ﹤0.01%
285
+202
2393
$14K ﹤0.01%
141
+63
2394
$14K ﹤0.01%
255
+95
2395
$14K ﹤0.01%
372
-125
2396
$14K ﹤0.01%
1,772
+867
2397
$13K ﹤0.01%
234
+224
2398
$13K ﹤0.01%
248
-63
2399
$13K ﹤0.01%
183
+30
2400
$13K ﹤0.01%
248
94 95
96
97 98