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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
2526
$25K ﹤0.01%
640
-25
2527
$25K ﹤0.01%
747
2528
$25K ﹤0.01%
1,449
+195
2529
$25K ﹤0.01%
524
2530
$25K ﹤0.01%
324
+124
2531
$25K ﹤0.01%
2,457
+100
2532
$25K ﹤0.01%
470
+4
2533
$25K ﹤0.01%
2,066
+883
2534
$25K ﹤0.01%
3,304
-46
2535
$25K ﹤0.01%
1,205
+883
2536
$25K ﹤0.01%
1,780
+1,396
2537
$25K ﹤0.01%
900
-20
2538
$25K ﹤0.01%
1,226
+632
2539
$24K ﹤0.01%
2,429
-146
2540
$24K ﹤0.01%
1,288
+590
2541
$24K ﹤0.01%
810
+50
2542
$24K ﹤0.01%
640
-188
2543
$24K ﹤0.01%
612
2544
$24K ﹤0.01%
2,806
-103
2545
$24K ﹤0.01%
3,993
+585
2546
$24K ﹤0.01%
782
-672
2547
$24K ﹤0.01%
1,534
+303
2548
$24K ﹤0.01%
463
-8
2549
$24K ﹤0.01%
4,083
2550
$24K ﹤0.01%
780
+144
100 101
102
103 104