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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
3451
$5K ﹤0.01%
+160
3452
$5K ﹤0.01%
207
3453
$5K ﹤0.01%
105
+58
3454
$5K ﹤0.01%
68
3455
$5K ﹤0.01%
172
-234
3456
$5K ﹤0.01%
+188
3457
$5K ﹤0.01%
364
3458
$5K ﹤0.01%
191
-13
3459
$5K ﹤0.01%
354
-449
3460
$5K ﹤0.01%
1,133
3461
$5K ﹤0.01%
452
+117
3462
$5K ﹤0.01%
126
-8
3463
$5K ﹤0.01%
210
+20
3464
$5K ﹤0.01%
419
3465
$5K ﹤0.01%
125
3466
$5K ﹤0.01%
278
3467
$5K ﹤0.01%
230
-1,210
3468
$5K ﹤0.01%
165
3469
$5K ﹤0.01%
+186
3470
$5K ﹤0.01%
123
-132
3471
$5K ﹤0.01%
79
3472
$5K ﹤0.01%
+1,646
3473
$5K ﹤0.01%
+3,004
3474
$5K ﹤0.01%
278
+109
3475
$5K ﹤0.01%
202
+141
137 138
139
140 141