Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
4,681
New
Increased
Reduced
Closed

Top Buys

1
+$197M
2
+$164M
3
+$102M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$95M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$82.7M

Top Sells

1
+$175M
2
+$135M
3
+$116M
4
IYW icon
iShares US Technology ETF
IYW
+$99.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$76.8M

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
3526
$4K ﹤0.01%
49
-16
3527
$4K ﹤0.01%
343
-453
3528
$4K ﹤0.01%
72
3529
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182
-84
3530
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95
+12
3531
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56
3532
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460
-3
3533
$4K ﹤0.01%
378
3534
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141
+12
3535
$4K ﹤0.01%
146
-9
3536
$4K ﹤0.01%
493
+69
3537
$4K ﹤0.01%
1,351
+893
3538
$4K ﹤0.01%
81
3539
$4K ﹤0.01%
156
+1
3540
$4K ﹤0.01%
122
-72
3541
$4K ﹤0.01%
96
+1
3542
$4K ﹤0.01%
+384
3543
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149
+9
3544
$4K ﹤0.01%
161
3545
$4K ﹤0.01%
466
3546
$4K ﹤0.01%
100
+1
3547
$4K ﹤0.01%
70
-115
3548
$4K ﹤0.01%
151
-1,240
3549
$4K ﹤0.01%
99
3550
$4K ﹤0.01%
108
+78
140 141
142
143 144