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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
3601
$4K ﹤0.01%
1,052
+791
3602
$4K ﹤0.01%
165
3603
$4K ﹤0.01%
1,365
3604
$4K ﹤0.01%
215
+72
3605
$4K ﹤0.01%
302
3606
$4K ﹤0.01%
181
+24
3607
$4K ﹤0.01%
191
-425
3608
$4K ﹤0.01%
499
3609
$4K ﹤0.01%
140
3610
$3K ﹤0.01%
287
+89
3611
$3K ﹤0.01%
20
+4
3612
$3K ﹤0.01%
145
-42
3613
$3K ﹤0.01%
503
3614
$3K ﹤0.01%
1,000
-67
3615
$3K ﹤0.01%
157
+121
3616
$3K ﹤0.01%
342
3617
$3K ﹤0.01%
77
3618
$3K ﹤0.01%
340
3619
$3K ﹤0.01%
1,595
-426
3620
$3K ﹤0.01%
90
3621
$3K ﹤0.01%
142
3622
$3K ﹤0.01%
55
+33
3623
$3K ﹤0.01%
9
3624
$3K ﹤0.01%
121
3625
$3K ﹤0.01%
370
+78
143 144
145
146 147