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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
3151
$9K ﹤0.01%
264
+6
3152
$9K ﹤0.01%
403
+396
3153
$9K ﹤0.01%
19
-1
3154
$9K ﹤0.01%
491
-7,386
3155
$9K ﹤0.01%
606
-41
3156
$9K ﹤0.01%
219
+50
3157
$9K ﹤0.01%
446
-26
3158
$9K ﹤0.01%
663
+138
3159
$9K ﹤0.01%
534
+443
3160
$9K ﹤0.01%
194
+42
3161
$9K ﹤0.01%
722
3162
$9K ﹤0.01%
570
+477
3163
$9K ﹤0.01%
908
+39
3164
$9K ﹤0.01%
436
+36
3165
$9K ﹤0.01%
242
-80
3166
$9K ﹤0.01%
574
+549
3167
$9K ﹤0.01%
274
+21
3168
$9K ﹤0.01%
273
3169
$9K ﹤0.01%
766
3170
$9K ﹤0.01%
313
3171
$9K ﹤0.01%
4,648
-36
3172
$9K ﹤0.01%
408
+108
3173
$9K ﹤0.01%
71
-25
3174
$9K ﹤0.01%
450
-25
3175
$9K ﹤0.01%
280
125 126
127
128 129