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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
2776
$17K ﹤0.01%
494
+2
2777
$17K ﹤0.01%
212
-38
2778
$17K ﹤0.01%
133
+5
2779
$17K ﹤0.01%
1,274
-29
2780
$17K ﹤0.01%
1,745
+125
2781
$17K ﹤0.01%
306
-500
2782
$17K ﹤0.01%
449
-101
2783
$17K ﹤0.01%
322
-67
2784
$17K ﹤0.01%
1,500
+1,200
2785
$17K ﹤0.01%
458
-3
2786
$17K ﹤0.01%
4,253
+76
2787
$17K ﹤0.01%
514
+36
2788
$17K ﹤0.01%
608
2789
$17K ﹤0.01%
202
-200
2790
$17K ﹤0.01%
353
-33
2791
$17K ﹤0.01%
150
+120
2792
$17K ﹤0.01%
1,450
-1,093
2793
$17K ﹤0.01%
2,401
2794
$17K ﹤0.01%
901
+485
2795
$17K ﹤0.01%
355
+20
2796
$17K ﹤0.01%
2,000
2797
$17K ﹤0.01%
1,363
+37
2798
$17K ﹤0.01%
8,767
+2,303
2799
$17K ﹤0.01%
792
2800
$17K ﹤0.01%
353
+43
110 111
112
113 114