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
3376
$6K ﹤0.01%
+3,149
3377
$6K ﹤0.01%
1,363
-6,537
3378
$6K ﹤0.01%
723
3379
$6K ﹤0.01%
249
+84
3380
$6K ﹤0.01%
334
3381
$6K ﹤0.01%
70
+40
3382
$6K ﹤0.01%
368
+99
3383
$6K ﹤0.01%
59
-131
3384
$6K ﹤0.01%
194
+3
3385
$6K ﹤0.01%
421
+85
3386
$6K ﹤0.01%
286
3387
$6K ﹤0.01%
500
3388
$6K ﹤0.01%
276
-348
3389
$6K ﹤0.01%
333
+241
3390
$6K ﹤0.01%
144
3391
$6K ﹤0.01%
260
+16
3392
$6K ﹤0.01%
395
+205
3393
$6K ﹤0.01%
350
+12
3394
$6K ﹤0.01%
224
3395
$6K ﹤0.01%
590
-858
3396
$6K ﹤0.01%
536
+191
3397
$6K ﹤0.01%
500
-16
3398
$6K ﹤0.01%
450
3399
$6K ﹤0.01%
3,000
3400
$6K ﹤0.01%
1,100
+15
134 135
136
137 138