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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
2751
$18K ﹤0.01%
242
2752
$18K ﹤0.01%
229
2753
$18K ﹤0.01%
811
+579
2754
$18K ﹤0.01%
443
+6
2755
$18K ﹤0.01%
642
-118
2756
$18K ﹤0.01%
532
-51
2757
$18K ﹤0.01%
381
+264
2758
$18K ﹤0.01%
658
-825
2759
$18K ﹤0.01%
2,243
+27
2760
$18K ﹤0.01%
1,155
-545
2761
$18K ﹤0.01%
1,475
+519
2762
$18K ﹤0.01%
2,784
+129
2763
$18K ﹤0.01%
648
-6
2764
$17K ﹤0.01%
545
+289
2765
$17K ﹤0.01%
982
-1,900
2766
$17K ﹤0.01%
437
+229
2767
$17K ﹤0.01%
50
-12
2768
$17K ﹤0.01%
2,623
+651
2769
$17K ﹤0.01%
1,004
+968
2770
$17K ﹤0.01%
93
+38
2771
$17K ﹤0.01%
428
-608
2772
$17K ﹤0.01%
860
+268
2773
$17K ﹤0.01%
940
-147
2774
$17K ﹤0.01%
1,064
+484
2775
$17K ﹤0.01%
700
109 110
111
112 113