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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
2976
$13K ﹤0.01%
430
-45
2977
$13K ﹤0.01%
346
+7
2978
$13K ﹤0.01%
222
+100
2979
$13K ﹤0.01%
+401
2980
$13K ﹤0.01%
184
-21,664
2981
$13K ﹤0.01%
365
2982
$13K ﹤0.01%
149
+23
2983
$13K ﹤0.01%
1,020
2984
$13K ﹤0.01%
300
2985
$13K ﹤0.01%
81
+35
2986
$13K ﹤0.01%
702
-222
2987
$13K ﹤0.01%
933
2988
$13K ﹤0.01%
1,263
+649
2989
$13K ﹤0.01%
262
+100
2990
$13K ﹤0.01%
2,647
+483
2991
$13K ﹤0.01%
231
-161
2992
$13K ﹤0.01%
1,010
-1,128
2993
$13K ﹤0.01%
630
2994
$13K ﹤0.01%
525
2995
$13K ﹤0.01%
232
+5
2996
$13K ﹤0.01%
533
+450
2997
$13K ﹤0.01%
335
2998
$13K ﹤0.01%
2,449
-1,333
2999
$13K ﹤0.01%
1,008
+163
3000
$13K ﹤0.01%
1,000
-1,000
118 119
120
121 122