Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
4,681
New
Increased
Reduced
Closed

Top Buys

1
+$197M
2
+$164M
3
+$102M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$95M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$82.7M

Top Sells

1
+$175M
2
+$135M
3
+$116M
4
IYW icon
iShares US Technology ETF
IYW
+$99.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$76.8M

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
2626
$22K ﹤0.01%
398
2627
$22K ﹤0.01%
191
+16
2628
$22K ﹤0.01%
521
2629
$22K ﹤0.01%
519
-5
2630
$21K ﹤0.01%
811
2631
$21K ﹤0.01%
1,382
+503
2632
$21K ﹤0.01%
871
-285
2633
$21K ﹤0.01%
4,774
-592
2634
$21K ﹤0.01%
1,309
2635
$21K ﹤0.01%
588
+246
2636
$21K ﹤0.01%
410
2637
$21K ﹤0.01%
752
-374
2638
$21K ﹤0.01%
281
+4
2639
$21K ﹤0.01%
2,654
-142
2640
$21K ﹤0.01%
2,019
+10
2641
$21K ﹤0.01%
1,624
+1,286
2642
$21K ﹤0.01%
212
+12
2643
$21K ﹤0.01%
1,748
+74
2644
$21K ﹤0.01%
1,035
+6
2645
$21K ﹤0.01%
375
+32
2646
$21K ﹤0.01%
839
+9
2647
$21K ﹤0.01%
627
2648
$21K ﹤0.01%
1,430
2649
$21K ﹤0.01%
9,659
-3,383
2650
$21K ﹤0.01%
1,747
-23
104 105
106
107 108