Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
3251
$8K ﹤0.01%
151
3252
$8K ﹤0.01%
822
+37
3253
$8K ﹤0.01%
250
3254
$8K ﹤0.01%
221
+191
3255
$8K ﹤0.01%
882
+254
3256
$8K ﹤0.01%
1,054
+16
3257
$8K ﹤0.01%
1,742
+347
3258
$8K ﹤0.01%
324
3259
$8K ﹤0.01%
708
+275
3260
$8K ﹤0.01%
4,082
3261
$8K ﹤0.01%
276
-13
3262
$8K ﹤0.01%
1,068
3263
$8K ﹤0.01%
152
3264
$8K ﹤0.01%
84
3265
$8K ﹤0.01%
179
-2
3266
$8K ﹤0.01%
1,377
+1,111
3267
$8K ﹤0.01%
353
+329
3268
$8K ﹤0.01%
1,289
+1,222
3269
$8K ﹤0.01%
318
-6
3270
$8K ﹤0.01%
357
+14
3271
$7K ﹤0.01%
850
3272
$7K ﹤0.01%
+246
3273
$7K ﹤0.01%
72
3274
$7K ﹤0.01%
170
+10
3275
$7K ﹤0.01%
224
-36
129 130
131
132 133