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
3226
$8K ﹤0.01%
286
3227
$8K ﹤0.01%
80
-197
3228
$8K ﹤0.01%
573
-632
3229
$8K ﹤0.01%
354
3230
$8K ﹤0.01%
584
+562
3231
$8K ﹤0.01%
1,285
3232
$8K ﹤0.01%
389
+12
3233
$8K ﹤0.01%
74
3234
$8K ﹤0.01%
287
3235
$8K ﹤0.01%
216
-100
3236
$8K ﹤0.01%
183
-300
3237
$8K ﹤0.01%
520
+400
3238
$8K ﹤0.01%
568
+25
3239
$8K ﹤0.01%
371
+359
3240
$8K ﹤0.01%
792
+556
3241
$8K ﹤0.01%
153
-17
3242
$8K ﹤0.01%
862
+356
3243
$8K ﹤0.01%
69
3244
$8K ﹤0.01%
1,012
+88
3245
$8K ﹤0.01%
245
+9
3246
$8K ﹤0.01%
638
-7
3247
$8K ﹤0.01%
1,500
3248
$8K ﹤0.01%
151
3249
$8K ﹤0.01%
822
+37
3250
$8K ﹤0.01%
221
+191
128 129
130
131 132