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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
2651
$21K ﹤0.01%
627
2652
$21K ﹤0.01%
1,430
2653
$21K ﹤0.01%
9,659
-3,383
2654
$21K ﹤0.01%
1,747
-23
2655
$21K ﹤0.01%
474
+399
2656
$21K ﹤0.01%
644
+42
2657
$21K ﹤0.01%
+540
2658
$21K ﹤0.01%
674
+28
2659
$21K ﹤0.01%
293
+1
2660
$21K ﹤0.01%
829
+29
2661
$21K ﹤0.01%
8,709
-241
2662
$21K ﹤0.01%
212
+12
2663
$20K ﹤0.01%
660
+8
2664
$20K ﹤0.01%
3,535
2665
$20K ﹤0.01%
368
+82
2666
$20K ﹤0.01%
1,590
-238
2667
$20K ﹤0.01%
1,086
+75
2668
$20K ﹤0.01%
1,214
+386
2669
$20K ﹤0.01%
481
-54
2670
$20K ﹤0.01%
902
2671
$20K ﹤0.01%
380
+5
2672
$20K ﹤0.01%
+743
2673
$20K ﹤0.01%
1,099
+90
2674
$20K ﹤0.01%
504
+359
2675
$20K ﹤0.01%
738
+456
105 106
107
108 109