We are live on ! Find out more
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
3126
$10K ﹤0.01%
600
3127
$10K ﹤0.01%
322
3128
$10K ﹤0.01%
433
+15
3129
$10K ﹤0.01%
+348
3130
$10K ﹤0.01%
202
+128
3131
$10K ﹤0.01%
985
+965
3132
$10K ﹤0.01%
193
3133
$10K ﹤0.01%
1,570
3134
$10K ﹤0.01%
558
+35
3135
$10K ﹤0.01%
1,926
+1,284
3136
$10K ﹤0.01%
140
+83
3137
$10K ﹤0.01%
627
+1
3138
$10K ﹤0.01%
201
-500
3139
$10K ﹤0.01%
2,454
+812
3140
$10K ﹤0.01%
1,000
+200
3141
$10K ﹤0.01%
532
3142
$10K ﹤0.01%
452
-48,005
3143
$10K ﹤0.01%
731
-26
3144
$10K ﹤0.01%
965
+756
3145
$9K ﹤0.01%
102
-52
3146
$9K ﹤0.01%
370
+283
3147
$9K ﹤0.01%
121
+90
3148
$9K ﹤0.01%
238
+61
3149
$9K ﹤0.01%
1,422
+730
3150
$9K ﹤0.01%
1,000
124 125
126
127 128