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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
2726
$18K ﹤0.01%
924
+198
2727
$18K ﹤0.01%
840
+1
2728
$18K ﹤0.01%
588
+7
2729
$18K ﹤0.01%
214
+26
2730
$18K ﹤0.01%
411
+167
2731
$18K ﹤0.01%
649
+512
2732
$18K ﹤0.01%
896
2733
$18K ﹤0.01%
1,271
+552
2734
$18K ﹤0.01%
305
+8
2735
$18K ﹤0.01%
1,539
-2
2736
$18K ﹤0.01%
841
-560
2737
$18K ﹤0.01%
2,053
2738
$18K ﹤0.01%
530
-170
2739
$18K ﹤0.01%
311
2740
$18K ﹤0.01%
276
+47
2741
$18K ﹤0.01%
149
+98
2742
$18K ﹤0.01%
655
2743
$18K ﹤0.01%
379
-237
2744
$18K ﹤0.01%
336
+51
2745
$18K ﹤0.01%
400
-130
2746
$18K ﹤0.01%
392
-314
2747
$18K ﹤0.01%
565
+389
2748
$18K ﹤0.01%
1,307
+22
2749
$18K ﹤0.01%
592
2750
$18K ﹤0.01%
1,070
-241
108 109
110
111 112