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
2876
$15K ﹤0.01%
462
+107
2877
$15K ﹤0.01%
1,880
+1,735
2878
$15K ﹤0.01%
1,577
+114
2879
$15K ﹤0.01%
681
+108
2880
$15K ﹤0.01%
1,000
-65,000
2881
$15K ﹤0.01%
196
+118
2882
$15K ﹤0.01%
344
+3
2883
$15K ﹤0.01%
521
+213
2884
$15K ﹤0.01%
2,214
-451
2885
$15K ﹤0.01%
920
-3,400
2886
$15K ﹤0.01%
536
-112
2887
$15K ﹤0.01%
701
+312
2888
$15K ﹤0.01%
201
2889
$15K ﹤0.01%
+305
2890
$15K ﹤0.01%
623
+69
2891
$15K ﹤0.01%
1,019
+632
2892
$15K ﹤0.01%
90
+87
2893
$14K ﹤0.01%
403
-288
2894
$14K ﹤0.01%
1,641
-276
2895
$14K ﹤0.01%
2,986
+751
2896
$14K ﹤0.01%
2,730
2897
$14K ﹤0.01%
1,409
+804
2898
$14K ﹤0.01%
567
+186
2899
$14K ﹤0.01%
314
2900
$14K ﹤0.01%
1,184
+30
114 115
116
117 118