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
2901
$14K ﹤0.01%
+263
2902
$14K ﹤0.01%
256
+2
2903
$14K ﹤0.01%
333
-152
2904
$14K ﹤0.01%
1,410
+822
2905
$14K ﹤0.01%
2,762
2906
$14K ﹤0.01%
357
-10
2907
$14K ﹤0.01%
234
+17
2908
$14K ﹤0.01%
248
2909
$14K ﹤0.01%
1,113
+158
2910
$14K ﹤0.01%
400
2911
$14K ﹤0.01%
2,747
-961
2912
$14K ﹤0.01%
3,259
-121
2913
$14K ﹤0.01%
904
2914
$14K ﹤0.01%
2,693
+2,388
2915
$14K ﹤0.01%
+436
2916
$14K ﹤0.01%
276
+235
2917
$14K ﹤0.01%
9,747
-8,503
2918
$14K ﹤0.01%
2,000
-177
2919
$14K ﹤0.01%
206
-126
2920
$14K ﹤0.01%
902
+31
2921
$14K ﹤0.01%
1,257
-171
2922
$14K ﹤0.01%
1,977
+35
2923
$14K ﹤0.01%
1,873
+400
2924
$14K ﹤0.01%
537
2925
$14K ﹤0.01%
1,138
+10
115 116
117
118 119