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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
2401
$13K ﹤0.01%
114
-64
2402
$13K ﹤0.01%
161
-36
2403
$13K ﹤0.01%
346
+331
2404
$13K ﹤0.01%
1,665
+42
2405
$13K ﹤0.01%
475
2406
$13K ﹤0.01%
342
+195
2407
$13K ﹤0.01%
309
+46
2408
$13K ﹤0.01%
805
2409
$13K ﹤0.01%
303
+86
2410
$13K ﹤0.01%
1,121
+144
2411
$13K ﹤0.01%
296
+136
2412
$13K ﹤0.01%
241
+231
2413
$13K ﹤0.01%
130
+107
2414
$13K ﹤0.01%
2
+1
2415
$13K ﹤0.01%
585
2416
$13K ﹤0.01%
853
-3
2417
$13K ﹤0.01%
1,625
+181
2418
$13K ﹤0.01%
+72
2419
$13K ﹤0.01%
+2,344
2420
$13K ﹤0.01%
1,443
-197
2421
$13K ﹤0.01%
380
+331
2422
$13K ﹤0.01%
1,648
+971
2423
$13K ﹤0.01%
698
2424
$13K ﹤0.01%
562
+98
2425
$13K ﹤0.01%
3,886
+2,529
95 96
97
98 99