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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
3101
$10K ﹤0.01%
363
3102
$10K ﹤0.01%
247
3103
$10K ﹤0.01%
665
3104
$10K ﹤0.01%
380
+314
3105
$10K ﹤0.01%
200
3106
$10K ﹤0.01%
+1,000
3107
$10K ﹤0.01%
142
3108
$10K ﹤0.01%
209
3109
$10K ﹤0.01%
488
+324
3110
$10K ﹤0.01%
70
-1
3111
$10K ﹤0.01%
506
3112
$10K ﹤0.01%
143
3113
$10K ﹤0.01%
2,995
3114
$10K ﹤0.01%
2,801
+1,222
3115
$10K ﹤0.01%
+260
3116
$10K ﹤0.01%
556
+26
3117
$10K ﹤0.01%
218
3118
$10K ﹤0.01%
131
3119
$10K ﹤0.01%
217
-30
3120
$10K ﹤0.01%
906
+55
3121
$10K ﹤0.01%
2,000
3122
$10K ﹤0.01%
304
3123
$10K ﹤0.01%
570
-67
3124
$10K ﹤0.01%
112
-8
3125
$10K ﹤0.01%
450
-3,826
123 124
125
126 127