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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
$16.3B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1
+$206M
2
+$164M
3
+$111M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$99.8M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$84.6M

Top Sells

1
+$179M
2
+$140M
3
+$121M
4
IYW icon
iShares US Technology ETF
IYW
+$103M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$79.9M

Sector Composition

1 Technology 6.45%
2 Healthcare 3.94%
3 Financials 3.64%
4 Consumer Discretionary 2.36%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$27K ﹤0.01%
424
-4
2477
$27K ﹤0.01%
256
+12
2478
$27K ﹤0.01%
438
2479
$27K ﹤0.01%
898
+561
2480
$27K ﹤0.01%
365
+283
2481
$27K ﹤0.01%
1,511
+455
2482
$27K ﹤0.01%
2,411
+858
2483
$27K ﹤0.01%
2,342
-385
2484
$27K ﹤0.01%
1,060
-330
2485
$26K ﹤0.01%
1,231
+1,196
2486
$26K ﹤0.01%
369
+72
2487
$26K ﹤0.01%
190
-209
2488
$26K ﹤0.01%
510
2489
$26K ﹤0.01%
1,025
2490
$26K ﹤0.01%
+679
2491
$26K ﹤0.01%
822
-778
2492
$26K ﹤0.01%
1,055
-89
2493
$26K ﹤0.01%
1,198
2494
$26K ﹤0.01%
4,048
-32
2495
$26K ﹤0.01%
155
+22
2496
$26K ﹤0.01%
1,581
2497
$26K ﹤0.01%
582
+260
2498
$26K ﹤0.01%
1,400
+1,062
2499
$26K ﹤0.01%
573
2500
$26K ﹤0.01%
876
+4
98 99
100
101 102