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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
2576
$24K ﹤0.01%
326
+32
2577
$23K ﹤0.01%
496
-15
2578
$23K ﹤0.01%
1,056
2579
$23K ﹤0.01%
12,175
-78,677
2580
$23K ﹤0.01%
1,447
+117
2581
$23K ﹤0.01%
229
-40
2582
$23K ﹤0.01%
391
+201
2583
$23K ﹤0.01%
249
+7
2584
$23K ﹤0.01%
800
+6
2585
$23K ﹤0.01%
1,056
+26
2586
$23K ﹤0.01%
2,237
-29
2587
$23K ﹤0.01%
+1,233
2588
$23K ﹤0.01%
321
+49
2589
$23K ﹤0.01%
833
2590
$23K ﹤0.01%
389
+70
2591
$23K ﹤0.01%
1,000
2592
$23K ﹤0.01%
751
-365
2593
$23K ﹤0.01%
1,022
2594
$23K ﹤0.01%
2,685
-10
2595
$23K ﹤0.01%
500
-1,065
2596
$23K ﹤0.01%
4,045
+172
2597
$23K ﹤0.01%
515
+1
2598
$23K ﹤0.01%
480
+188
2599
$23K ﹤0.01%
1,116
-19
2600
$23K ﹤0.01%
481
+152
102 103
104
105 106