We are live on ! Find out more
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
3476
$5K ﹤0.01%
220
+109
3477
$5K ﹤0.01%
244
-2,892
3478
$5K ﹤0.01%
175
-548
3479
$5K ﹤0.01%
375
3480
$5K ﹤0.01%
103
+4
3481
$5K ﹤0.01%
308
+8
3482
$5K ﹤0.01%
50
-85
3483
$5K ﹤0.01%
+216
3484
$5K ﹤0.01%
186
3485
$5K ﹤0.01%
422
-195
3486
$5K ﹤0.01%
368
3487
$5K ﹤0.01%
1,864
3488
$5K ﹤0.01%
1,774
-82
3489
$5K ﹤0.01%
382
-54
3490
$5K ﹤0.01%
361
+100
3491
$5K ﹤0.01%
185
+6
3492
$5K ﹤0.01%
162
3493
$5K ﹤0.01%
830
3494
$5K ﹤0.01%
2,325
+2,225
3495
$5K ﹤0.01%
205
-56
3496
$5K ﹤0.01%
207
+7
3497
$5K ﹤0.01%
128
3498
$5K ﹤0.01%
+239
3499
$5K ﹤0.01%
316
-88
3500
$5K ﹤0.01%
327
-266
138 139
140
141 142