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
3576
$4K ﹤0.01%
225
-100
3577
$4K ﹤0.01%
+346
3578
$4K ﹤0.01%
97
3579
$4K ﹤0.01%
358
-223
3580
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134
3581
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85
3582
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500
-25
3583
$4K ﹤0.01%
1,052
+791
3584
$4K ﹤0.01%
165
3585
$4K ﹤0.01%
1,365
3586
$4K ﹤0.01%
215
+72
3587
$4K ﹤0.01%
302
3588
$4K ﹤0.01%
181
+24
3589
$4K ﹤0.01%
658
+226
3590
$4K ﹤0.01%
850
+54
3591
$4K ﹤0.01%
191
-425
3592
$4K ﹤0.01%
499
3593
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140
3594
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127
3595
$4K ﹤0.01%
136
+5
3596
$4K ﹤0.01%
195
+10
3597
$4K ﹤0.01%
131
+11
3598
$4K ﹤0.01%
202
+201
3599
$4K ﹤0.01%
1,524
-737
3600
$4K ﹤0.01%
68
142 143
144
145 146