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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
2901
$14K ﹤0.01%
2,762
2902
$14K ﹤0.01%
357
-10
2903
$14K ﹤0.01%
234
+17
2904
$14K ﹤0.01%
248
2905
$14K ﹤0.01%
1,113
+158
2906
$14K ﹤0.01%
400
2907
$14K ﹤0.01%
2,693
+2,388
2908
$14K ﹤0.01%
9,747
-8,503
2909
$14K ﹤0.01%
2,000
-177
2910
$14K ﹤0.01%
1,977
+35
2911
$14K ﹤0.01%
1,873
+400
2912
$14K ﹤0.01%
552
2913
$14K ﹤0.01%
450
-1,605
2914
$14K ﹤0.01%
281
+253
2915
$14K ﹤0.01%
249
2916
$14K ﹤0.01%
566
-56
2917
$14K ﹤0.01%
847
-479
2918
$14K ﹤0.01%
461
+6
2919
$14K ﹤0.01%
249
+12
2920
$14K ﹤0.01%
2,986
+751
2921
$14K ﹤0.01%
2,730
2922
$14K ﹤0.01%
314
2923
$14K ﹤0.01%
1,184
+30
2924
$14K ﹤0.01%
2,747
-961
2925
$14K ﹤0.01%
3,259
-121
115 116
117
118 119