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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
2826
$16K ﹤0.01%
661
+111
2827
$16K ﹤0.01%
300
2828
$16K ﹤0.01%
1,140
+556
2829
$16K ﹤0.01%
364
2830
$16K ﹤0.01%
576
-103
2831
$16K ﹤0.01%
131
+32
2832
$16K ﹤0.01%
264
-48
2833
$16K ﹤0.01%
1,099
+774
2834
$16K ﹤0.01%
300
2835
$16K ﹤0.01%
716
2836
$16K ﹤0.01%
241
+22
2837
$16K ﹤0.01%
415
+1
2838
$16K ﹤0.01%
1,638
2839
$16K ﹤0.01%
161
2840
$16K ﹤0.01%
2,398
+24
2841
$16K ﹤0.01%
428
-23
2842
$16K ﹤0.01%
540
2843
$16K ﹤0.01%
138
+1
2844
$16K ﹤0.01%
+2,562
2845
$16K ﹤0.01%
106
-612
2846
$16K ﹤0.01%
710
-77
2847
$16K ﹤0.01%
556
2848
$16K ﹤0.01%
685
-44
2849
$15K ﹤0.01%
213
+28
2850
$15K ﹤0.01%
1,239
+54
112 113
114
115 116