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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
3526
$4K ﹤0.01%
122
-72
3527
$4K ﹤0.01%
+384
3528
$4K ﹤0.01%
161
3529
$4K ﹤0.01%
466
3530
$4K ﹤0.01%
100
+1
3531
$4K ﹤0.01%
151
-1,240
3532
$4K ﹤0.01%
99
3533
$4K ﹤0.01%
136
3534
$4K ﹤0.01%
139
+3
3535
$4K ﹤0.01%
355
+295
3536
$4K ﹤0.01%
413
-161
3537
$4K ﹤0.01%
225
+125
3538
$4K ﹤0.01%
35
-95
3539
$4K ﹤0.01%
185
3540
$4K ﹤0.01%
9
3541
$4K ﹤0.01%
+86
3542
$4K ﹤0.01%
105
3543
$4K ﹤0.01%
+62
3544
$4K ﹤0.01%
225
-100
3545
$4K ﹤0.01%
134
3546
$4K ﹤0.01%
85
3547
$4K ﹤0.01%
131
+11
3548
$4K ﹤0.01%
202
+201
3549
$4K ﹤0.01%
288
+211
3550
$4K ﹤0.01%
512
140 141
142
143 144