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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
2926
$14K ﹤0.01%
904
2927
$14K ﹤0.01%
+436
2928
$14K ﹤0.01%
276
+235
2929
$14K ﹤0.01%
206
-126
2930
$14K ﹤0.01%
902
+31
2931
$14K ﹤0.01%
1,257
-171
2932
$14K ﹤0.01%
537
2933
$14K ﹤0.01%
1,138
+10
2934
$14K ﹤0.01%
370
-52
2935
$14K ﹤0.01%
1,530
-592
2936
$14K ﹤0.01%
5,827
-351
2937
$14K ﹤0.01%
457
2938
$14K ﹤0.01%
1,018
2939
$14K ﹤0.01%
738
2940
$14K ﹤0.01%
883
+874
2941
$14K ﹤0.01%
278
-64
2942
$13K ﹤0.01%
1,510
2943
$13K ﹤0.01%
676
2944
$13K ﹤0.01%
2,192
-682
2945
$13K ﹤0.01%
589
+29
2946
$13K ﹤0.01%
225
+136
2947
$13K ﹤0.01%
460
2948
$13K ﹤0.01%
+560
2949
$13K ﹤0.01%
635
-22
2950
$13K ﹤0.01%
480
116 117
118
119 120