Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
4,681
New
Increased
Reduced
Closed

Top Buys

1
+$197M
2
+$164M
3
+$102M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$95M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$82.7M

Top Sells

1
+$175M
2
+$135M
3
+$116M
4
IYW icon
iShares US Technology ETF
IYW
+$99.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$76.8M

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
3151
$9K ﹤0.01%
238
+61
3152
$9K ﹤0.01%
1,422
+730
3153
$9K ﹤0.01%
1,000
3154
$9K ﹤0.01%
415
-2
3155
$9K ﹤0.01%
36
3156
$9K ﹤0.01%
666
+542
3157
$9K ﹤0.01%
+410
3158
$9K ﹤0.01%
698
+103
3159
$9K ﹤0.01%
+921
3160
$9K ﹤0.01%
329
3161
$9K ﹤0.01%
264
+6
3162
$9K ﹤0.01%
403
+396
3163
$9K ﹤0.01%
19
-1
3164
$9K ﹤0.01%
491
-7,386
3165
$9K ﹤0.01%
416
+213
3166
$9K ﹤0.01%
606
-41
3167
$9K ﹤0.01%
219
+50
3168
$9K ﹤0.01%
416
3169
$9K ﹤0.01%
446
-26
3170
$9K ﹤0.01%
663
+138
3171
$9K ﹤0.01%
599
+85
3172
$9K ﹤0.01%
377
+4
3173
$9K ﹤0.01%
104
3174
$9K ﹤0.01%
534
+443
3175
$9K ﹤0.01%
194
+42
125 126
127
128 129