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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
3376
$6K ﹤0.01%
510
+227
3377
$6K ﹤0.01%
331
3378
$6K ﹤0.01%
1,522
3379
$6K ﹤0.01%
237
+8
3380
$6K ﹤0.01%
2,307
+2,095
3381
$6K ﹤0.01%
252
3382
$6K ﹤0.01%
1,315
+654
3383
$6K ﹤0.01%
667
+92
3384
$6K ﹤0.01%
356
3385
$6K ﹤0.01%
110
3386
$6K ﹤0.01%
257
+50
3387
$6K ﹤0.01%
127
-1,174
3388
$6K ﹤0.01%
88
3389
$6K ﹤0.01%
10
3390
$6K ﹤0.01%
+126
3391
$6K ﹤0.01%
449
-61
3392
$6K ﹤0.01%
573
-104
3393
$6K ﹤0.01%
300
3394
$6K ﹤0.01%
1,363
-6,537
3395
$6K ﹤0.01%
723
3396
$6K ﹤0.01%
249
+84
3397
$6K ﹤0.01%
194
+3
3398
$6K ﹤0.01%
421
+85
3399
$6K ﹤0.01%
286
3400
$6K ﹤0.01%
500
134 135
136
137 138