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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
3401
$6K ﹤0.01%
590
-858
3402
$6K ﹤0.01%
1,100
+15
3403
$5K ﹤0.01%
347
+236
3404
$5K ﹤0.01%
145
-14
3405
$5K ﹤0.01%
541
+490
3406
$5K ﹤0.01%
305
-143
3407
$5K ﹤0.01%
9
-35
3408
$5K ﹤0.01%
1,500
+235
3409
$5K ﹤0.01%
275
+26
3410
$5K ﹤0.01%
570
+367
3411
$5K ﹤0.01%
64
+62
3412
$5K ﹤0.01%
250
3413
$5K ﹤0.01%
125
-55
3414
$5K ﹤0.01%
78
3415
$5K ﹤0.01%
30
3416
$5K ﹤0.01%
+151
3417
$5K ﹤0.01%
86
3418
$5K ﹤0.01%
533
+83
3419
$5K ﹤0.01%
156
3420
$5K ﹤0.01%
158
-1,211
3421
$5K ﹤0.01%
171
-66
3422
$5K ﹤0.01%
437
-60
3423
$5K ﹤0.01%
135
-100
3424
$5K ﹤0.01%
437
+420
3425
$5K ﹤0.01%
300
135 136
137
138 139