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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
3551
$4K ﹤0.01%
175
3552
$4K ﹤0.01%
166
3553
$4K ﹤0.01%
47
3554
$4K ﹤0.01%
462
+305
3555
$4K ﹤0.01%
211
-1,236
3556
$4K ﹤0.01%
658
+226
3557
$4K ﹤0.01%
850
+54
3558
$4K ﹤0.01%
127
3559
$4K ﹤0.01%
136
+5
3560
$4K ﹤0.01%
195
+10
3561
$4K ﹤0.01%
116
3562
$4K ﹤0.01%
+181
3563
$4K ﹤0.01%
23
+7
3564
$4K ﹤0.01%
658
+247
3565
$4K ﹤0.01%
3,003
-2,200
3566
$4K ﹤0.01%
33
-25
3567
$4K ﹤0.01%
156
3568
$4K ﹤0.01%
213
-76
3569
$4K ﹤0.01%
1,073
3570
$4K ﹤0.01%
480
-1,720
3571
$4K ﹤0.01%
49
-16
3572
$4K ﹤0.01%
343
-453
3573
$4K ﹤0.01%
72
3574
$4K ﹤0.01%
182
-84
3575
$4K ﹤0.01%
96
+1
141 142
143
144 145