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
2926
$14K ﹤0.01%
370
-52
2927
$14K ﹤0.01%
1,530
-592
2928
$14K ﹤0.01%
552
2929
$14K ﹤0.01%
450
-1,605
2930
$14K ﹤0.01%
1,130
-68
2931
$14K ﹤0.01%
281
+253
2932
$14K ﹤0.01%
249
2933
$14K ﹤0.01%
566
-56
2934
$14K ﹤0.01%
457
2935
$14K ﹤0.01%
1,018
2936
$14K ﹤0.01%
738
2937
$14K ﹤0.01%
883
+874
2938
$14K ﹤0.01%
847
-479
2939
$14K ﹤0.01%
278
-64
2940
$14K ﹤0.01%
461
+6
2941
$14K ﹤0.01%
249
+12
2942
$13K ﹤0.01%
1,510
2943
$13K ﹤0.01%
676
2944
$13K ﹤0.01%
2,192
-682
2945
$13K ﹤0.01%
127
+1
2946
$13K ﹤0.01%
518
+153
2947
$13K ﹤0.01%
1,285
+212
2948
$13K ﹤0.01%
131
-163
2949
$13K ﹤0.01%
589
+29
2950
$13K ﹤0.01%
232
-5
116 117
118
119 120