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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
3276
$7K ﹤0.01%
2,496
3277
$7K ﹤0.01%
121
3278
$7K ﹤0.01%
108
-284
3279
$7K ﹤0.01%
850
3280
$7K ﹤0.01%
+246
3281
$7K ﹤0.01%
228
+16
3282
$7K ﹤0.01%
226
+122
3283
$7K ﹤0.01%
847
+65
3284
$7K ﹤0.01%
98
-56
3285
$7K ﹤0.01%
170
+10
3286
$7K ﹤0.01%
97
-231
3287
$7K ﹤0.01%
347
3288
$7K ﹤0.01%
106
+94
3289
$7K ﹤0.01%
170
3290
$7K ﹤0.01%
135
-47
3291
$7K ﹤0.01%
269
-185
3292
$7K ﹤0.01%
+1,003
3293
$7K ﹤0.01%
233
3294
$7K ﹤0.01%
224
-36
3295
$7K ﹤0.01%
318
3296
$7K ﹤0.01%
74
3297
$7K ﹤0.01%
2,073
+1,601
3298
$7K ﹤0.01%
175
-3
3299
$7K ﹤0.01%
94
3300
$7K ﹤0.01%
278
-16
130 131
132
133 134