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
3201
$9K ﹤0.01%
417
3202
$9K ﹤0.01%
128
-69
3203
$9K ﹤0.01%
647
+50
3204
$9K ﹤0.01%
480
+47
3205
$9K ﹤0.01%
447
+13
3206
$9K ﹤0.01%
+168
3207
$9K ﹤0.01%
319
+276
3208
$9K ﹤0.01%
563
+1
3209
$9K ﹤0.01%
667
-32
3210
$9K ﹤0.01%
586
+321
3211
$9K ﹤0.01%
160
-7
3212
$9K ﹤0.01%
+215
3213
$8K ﹤0.01%
1,133
+182
3214
$8K ﹤0.01%
605
+51
3215
$8K ﹤0.01%
108
+25
3216
$8K ﹤0.01%
325
3217
$8K ﹤0.01%
516
+115
3218
$8K ﹤0.01%
949
+248
3219
$8K ﹤0.01%
340
-3,490
3220
$8K ﹤0.01%
1,154
-22
3221
$8K ﹤0.01%
+351
3222
$8K ﹤0.01%
564
-135
3223
$8K ﹤0.01%
31
-2
3224
$8K ﹤0.01%
500
3225
$8K ﹤0.01%
422
-82
127 128
129
130 131