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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
2501
$26K ﹤0.01%
545
-101
2502
$26K ﹤0.01%
1,988
+14
2503
$26K ﹤0.01%
1,395
+7
2504
$26K ﹤0.01%
1,253
+35
2505
$26K ﹤0.01%
1,093
+61
2506
$26K ﹤0.01%
1,995
2507
$26K ﹤0.01%
1,427
+22
2508
$25K ﹤0.01%
666
-159
2509
$25K ﹤0.01%
3,531
+18
2510
$25K ﹤0.01%
1,236
+745
2511
$25K ﹤0.01%
+1,164
2512
$25K ﹤0.01%
1,343
+1,079
2513
$25K ﹤0.01%
4,305
-188
2514
$25K ﹤0.01%
1,115
+170
2515
$25K ﹤0.01%
213
+23
2516
$25K ﹤0.01%
+596
2517
$25K ﹤0.01%
+2,678
2518
$25K ﹤0.01%
4,708
-646
2519
$25K ﹤0.01%
2,094
+159
2520
$25K ﹤0.01%
1,216
-455
2521
$25K ﹤0.01%
1,080
+127
2522
$25K ﹤0.01%
1,655
+246
2523
$25K ﹤0.01%
207
-74
2524
$25K ﹤0.01%
6,959
+150
2525
$25K ﹤0.01%
17
99 100
101
102 103