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
2801
$17K ﹤0.01%
1,144
-27
2802
$17K ﹤0.01%
940
-147
2803
$17K ﹤0.01%
1,064
+484
2804
$17K ﹤0.01%
1,590
+57
2805
$16K ﹤0.01%
684
+124
2806
$16K ﹤0.01%
858
+799
2807
$16K ﹤0.01%
800
+29
2808
$16K ﹤0.01%
378
2809
$16K ﹤0.01%
1,175
+282
2810
$16K ﹤0.01%
308
-198
2811
$16K ﹤0.01%
400
2812
$16K ﹤0.01%
867
-12
2813
$16K ﹤0.01%
197
2814
$16K ﹤0.01%
461
+24
2815
$16K ﹤0.01%
1,000
2816
$16K ﹤0.01%
661
+111
2817
$16K ﹤0.01%
300
2818
$16K ﹤0.01%
1,140
+556
2819
$16K ﹤0.01%
364
2820
$16K ﹤0.01%
576
-103
2821
$16K ﹤0.01%
131
+32
2822
$16K ﹤0.01%
264
-48
2823
$16K ﹤0.01%
1,099
+774
2824
$16K ﹤0.01%
300
2825
$16K ﹤0.01%
716
111 112
113
114 115