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
2851
$15K ﹤0.01%
+748
2852
$15K ﹤0.01%
589
2853
$15K ﹤0.01%
213
+28
2854
$15K ﹤0.01%
280
2855
$15K ﹤0.01%
1,239
+54
2856
$15K ﹤0.01%
1,381
+581
2857
$15K ﹤0.01%
693
-680
2858
$15K ﹤0.01%
2,715
2859
$15K ﹤0.01%
1,354
+288
2860
$15K ﹤0.01%
1,463
2861
$15K ﹤0.01%
130
-53
2862
$15K ﹤0.01%
434
2863
$15K ﹤0.01%
670
2864
$15K ﹤0.01%
3,314
-398
2865
$15K ﹤0.01%
607
-477
2866
$15K ﹤0.01%
717
-72
2867
$15K ﹤0.01%
410
-166
2868
$15K ﹤0.01%
490
-450
2869
$15K ﹤0.01%
998
2870
$15K ﹤0.01%
103
-13
2871
$15K ﹤0.01%
553
+249
2872
$15K ﹤0.01%
2,497
+352
2873
$15K ﹤0.01%
480
+428
2874
$15K ﹤0.01%
1,015
-1,092
2875
$15K ﹤0.01%
1,076
+302
113 114
115
116 117