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
3251
$8K ﹤0.01%
882
+254
3252
$8K ﹤0.01%
1,054
+16
3253
$8K ﹤0.01%
1,742
+347
3254
$8K ﹤0.01%
324
3255
$8K ﹤0.01%
708
+275
3256
$8K ﹤0.01%
4,082
3257
$8K ﹤0.01%
276
-13
3258
$8K ﹤0.01%
1,068
3259
$8K ﹤0.01%
152
3260
$8K ﹤0.01%
84
3261
$8K ﹤0.01%
19,316
3262
$8K ﹤0.01%
200
3263
$8K ﹤0.01%
2,323
+78
3264
$8K ﹤0.01%
179
-2
3265
$8K ﹤0.01%
1,377
+1,111
3266
$8K ﹤0.01%
353
+329
3267
$8K ﹤0.01%
1,289
+1,222
3268
$8K ﹤0.01%
318
-6
3269
$8K ﹤0.01%
357
+14
3270
$8K ﹤0.01%
250
3271
$7K ﹤0.01%
178
+12
3272
$7K ﹤0.01%
286
+189
3273
$7K ﹤0.01%
792
+97
3274
$7K ﹤0.01%
+226
3275
$7K ﹤0.01%
1,227
+718
129 130
131
132 133