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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
3076
$11K ﹤0.01%
127
+78
3077
$11K ﹤0.01%
1,194
+626
3078
$11K ﹤0.01%
242
+200
3079
$11K ﹤0.01%
267
-86
3080
$11K ﹤0.01%
+473
3081
$11K ﹤0.01%
885
3082
$11K ﹤0.01%
484
-733
3083
$11K ﹤0.01%
25,960
-2
3084
$11K ﹤0.01%
341
3085
$11K ﹤0.01%
414
-2
3086
$11K ﹤0.01%
243
+196
3087
$11K ﹤0.01%
1,173
+320
3088
$11K ﹤0.01%
100
-34
3089
$11K ﹤0.01%
191
+35
3090
$11K ﹤0.01%
253
3091
$11K ﹤0.01%
119
-116
3092
$11K ﹤0.01%
500
3093
$11K ﹤0.01%
607
+352
3094
$11K ﹤0.01%
56
3095
$11K ﹤0.01%
+496
3096
$11K ﹤0.01%
439
3097
$10K ﹤0.01%
292
+2
3098
$10K ﹤0.01%
1,017
-188
3099
$10K ﹤0.01%
222
3100
$10K ﹤0.01%
199
+123
122 123
124
125 126