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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
3576
$4K ﹤0.01%
149
+9
3577
$4K ﹤0.01%
70
-115
3578
$4K ﹤0.01%
108
+78
3579
$4K ﹤0.01%
300
-900
3580
$4K ﹤0.01%
300
-19,000
3581
$4K ﹤0.01%
+1,044
3582
$4K ﹤0.01%
315
3583
$4K ﹤0.01%
58
3584
$4K ﹤0.01%
556
3585
$4K ﹤0.01%
1,674
3586
$4K ﹤0.01%
+517
3587
$4K ﹤0.01%
42
-66
3588
$4K ﹤0.01%
+501
3589
$4K ﹤0.01%
257
+12
3590
$4K ﹤0.01%
+149
3591
$4K ﹤0.01%
59
-201
3592
$4K ﹤0.01%
+175
3593
$4K ﹤0.01%
+346
3594
$4K ﹤0.01%
97
3595
$4K ﹤0.01%
358
-223
3596
$4K ﹤0.01%
1,524
-737
3597
$4K ﹤0.01%
68
3598
$4K ﹤0.01%
159
+29
3599
$4K ﹤0.01%
444
3600
$4K ﹤0.01%
500
-25
142 143
144
145 146