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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
3301
$7K ﹤0.01%
207
3302
$7K ﹤0.01%
715
+201
3303
$7K ﹤0.01%
72
3304
$7K ﹤0.01%
1,225
-504
3305
$7K ﹤0.01%
119
-66
3306
$7K ﹤0.01%
183
+109
3307
$7K ﹤0.01%
559
-339
3308
$7K ﹤0.01%
848
+31
3309
$7K ﹤0.01%
196
+5
3310
$7K ﹤0.01%
194
+2
3311
$7K ﹤0.01%
2,400
-46
3312
$7K ﹤0.01%
472
+216
3313
$7K ﹤0.01%
237
+68
3314
$7K ﹤0.01%
134
+34
3315
$7K ﹤0.01%
303
3316
$7K ﹤0.01%
204
-200
3317
$7K ﹤0.01%
237
+5
3318
$7K ﹤0.01%
297
3319
$7K ﹤0.01%
544
+80
3320
$7K ﹤0.01%
159
-10
3321
$7K ﹤0.01%
1,821
+524
3322
$7K ﹤0.01%
238
3323
$7K ﹤0.01%
3,337
+2,377
3324
$7K ﹤0.01%
+310
3325
$7K ﹤0.01%
860
+700
131 132
133
134 135