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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
3176
$9K ﹤0.01%
417
3177
$9K ﹤0.01%
480
+47
3178
$9K ﹤0.01%
447
+13
3179
$9K ﹤0.01%
+168
3180
$9K ﹤0.01%
667
-32
3181
$9K ﹤0.01%
586
+321
3182
$9K ﹤0.01%
160
-7
3183
$9K ﹤0.01%
+215
3184
$9K ﹤0.01%
213
+9
3185
$9K ﹤0.01%
389
3186
$9K ﹤0.01%
164
+24
3187
$9K ﹤0.01%
415
-2
3188
$9K ﹤0.01%
36
3189
$9K ﹤0.01%
666
+542
3190
$9K ﹤0.01%
+410
3191
$9K ﹤0.01%
698
+103
3192
$9K ﹤0.01%
+921
3193
$9K ﹤0.01%
329
3194
$9K ﹤0.01%
416
+213
3195
$9K ﹤0.01%
416
3196
$9K ﹤0.01%
599
+85
3197
$9K ﹤0.01%
377
+4
3198
$9K ﹤0.01%
104
3199
$9K ﹤0.01%
300
3200
$9K ﹤0.01%
+309
126 127
128
129 130