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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
2951
$13K ﹤0.01%
389
-938
2952
$13K ﹤0.01%
1,868
+435
2953
$13K ﹤0.01%
251
+11
2954
$13K ﹤0.01%
490
+92
2955
$13K ﹤0.01%
+1,442
2956
$13K ﹤0.01%
644
+305
2957
$13K ﹤0.01%
182
-93
2958
$13K ﹤0.01%
315
2959
$13K ﹤0.01%
203
+2
2960
$13K ﹤0.01%
217
-6
2961
$13K ﹤0.01%
368
-207
2962
$13K ﹤0.01%
127
+1
2963
$13K ﹤0.01%
518
+153
2964
$13K ﹤0.01%
1,285
+212
2965
$13K ﹤0.01%
131
-163
2966
$13K ﹤0.01%
232
-5
2967
$13K ﹤0.01%
579
2968
$13K ﹤0.01%
591
2969
$13K ﹤0.01%
2,671
+800
2970
$13K ﹤0.01%
991
+3
2971
$13K ﹤0.01%
721
+11
2972
$13K ﹤0.01%
580
2973
$13K ﹤0.01%
470
2974
$13K ﹤0.01%
874
+8
2975
$13K ﹤0.01%
408
-219
117 118
119
120 121