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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
3051
$12K ﹤0.01%
1,160
3052
$12K ﹤0.01%
470
3053
$12K ﹤0.01%
327
+318
3054
$12K ﹤0.01%
226
3055
$11K ﹤0.01%
383
-3
3056
$11K ﹤0.01%
600
3057
$11K ﹤0.01%
597
+158
3058
$11K ﹤0.01%
+510
3059
$11K ﹤0.01%
36
+8
3060
$11K ﹤0.01%
280
3061
$11K ﹤0.01%
282
-200
3062
$11K ﹤0.01%
+902
3063
$11K ﹤0.01%
2,037
+1,996
3064
$11K ﹤0.01%
4,272
+3,224
3065
$11K ﹤0.01%
1,496
+249
3066
$11K ﹤0.01%
3,451
+894
3067
$11K ﹤0.01%
566
-35
3068
$11K ﹤0.01%
1,299
+1,227
3069
$11K ﹤0.01%
300
3070
$11K ﹤0.01%
1,000
-700
3071
$11K ﹤0.01%
356
3072
$11K ﹤0.01%
1,035
+209
3073
$11K ﹤0.01%
314
3074
$11K ﹤0.01%
728
+39
3075
$11K ﹤0.01%
699
+83
121 122
123
124 125