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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
3201
$9K ﹤0.01%
340
3202
$9K ﹤0.01%
188
-101
3203
$9K ﹤0.01%
251
-104
3204
$9K ﹤0.01%
174
-3
3205
$9K ﹤0.01%
143
3206
$9K ﹤0.01%
567
-61,728
3207
$9K ﹤0.01%
416
3208
$9K ﹤0.01%
100
-28
3209
$9K ﹤0.01%
128
-69
3210
$9K ﹤0.01%
647
+50
3211
$9K ﹤0.01%
319
+276
3212
$9K ﹤0.01%
563
+1
3213
$8K ﹤0.01%
1,133
+182
3214
$8K ﹤0.01%
108
+25
3215
$8K ﹤0.01%
516
+115
3216
$8K ﹤0.01%
949
+248
3217
$8K ﹤0.01%
340
-3,490
3218
$8K ﹤0.01%
1,154
-22
3219
$8K ﹤0.01%
+351
3220
$8K ﹤0.01%
564
-135
3221
$8K ﹤0.01%
500
3222
$8K ﹤0.01%
286
3223
$8K ﹤0.01%
80
-197
3224
$8K ﹤0.01%
354
3225
$8K ﹤0.01%
584
+562
127 128
129
130 131