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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
3426
$5K ﹤0.01%
208
+2
3427
$5K ﹤0.01%
200
3428
$5K ﹤0.01%
1,000
3429
$5K ﹤0.01%
137
-14
3430
$5K ﹤0.01%
+170
3431
$5K ﹤0.01%
+258
3432
$5K ﹤0.01%
+296
3433
$5K ﹤0.01%
181
3434
$5K ﹤0.01%
286
-42
3435
$5K ﹤0.01%
840
-192
3436
$5K ﹤0.01%
120
+115
3437
$5K ﹤0.01%
22
-25
3438
$5K ﹤0.01%
49
+40
3439
$5K ﹤0.01%
+152
3440
$5K ﹤0.01%
559
+220
3441
$5K ﹤0.01%
623
-491
3442
$5K ﹤0.01%
3,499
-188
3443
$5K ﹤0.01%
291
-243
3444
$5K ﹤0.01%
784
-628
3445
$5K ﹤0.01%
+265
3446
$5K ﹤0.01%
95
-79
3447
$5K ﹤0.01%
101
-1
3448
$5K ﹤0.01%
400
3449
$5K ﹤0.01%
171
+1
3450
$5K ﹤0.01%
187
+19
136 137
138
139 140