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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
3251
$8K ﹤0.01%
568
+25
3252
$8K ﹤0.01%
371
+359
3253
$8K ﹤0.01%
792
+556
3254
$8K ﹤0.01%
245
+9
3255
$8K ﹤0.01%
151
3256
$8K ﹤0.01%
822
+37
3257
$8K ﹤0.01%
250
3258
$8K ﹤0.01%
882
+254
3259
$8K ﹤0.01%
1,054
+16
3260
$8K ﹤0.01%
1,742
+347
3261
$8K ﹤0.01%
4,082
3262
$8K ﹤0.01%
276
-13
3263
$8K ﹤0.01%
152
3264
$8K ﹤0.01%
84
3265
$8K ﹤0.01%
19,316
3266
$8K ﹤0.01%
200
3267
$8K ﹤0.01%
2,323
+78
3268
$8K ﹤0.01%
179
-2
3269
$8K ﹤0.01%
353
+329
3270
$8K ﹤0.01%
318
-6
3271
$7K ﹤0.01%
178
+12
3272
$7K ﹤0.01%
286
+189
3273
$7K ﹤0.01%
792
+97
3274
$7K ﹤0.01%
1,227
+718
3275
$7K ﹤0.01%
100
-40
129 130
131
132 133