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
3626
$3K ﹤0.01%
81
+15
3627
$3K ﹤0.01%
36
-6
3628
$3K ﹤0.01%
618
+177
3629
$3K ﹤0.01%
1,783
3630
$3K ﹤0.01%
+51
3631
$3K ﹤0.01%
796
+40
3632
$3K ﹤0.01%
496
+93
3633
$3K ﹤0.01%
34
-94
3634
$3K ﹤0.01%
1,595
-426
3635
$3K ﹤0.01%
901
3636
$3K ﹤0.01%
+1,000
3637
$3K ﹤0.01%
142
3638
$3K ﹤0.01%
55
+33
3639
$3K ﹤0.01%
9
3640
$3K ﹤0.01%
121
3641
$3K ﹤0.01%
370
+78
3642
$3K ﹤0.01%
350
3643
$3K ﹤0.01%
124
3644
$3K ﹤0.01%
389
+364
3645
$3K ﹤0.01%
315
3646
$3K ﹤0.01%
101
3647
$3K ﹤0.01%
+43
3648
$3K ﹤0.01%
250
+100
3649
$3K ﹤0.01%
70
3650
$3K ﹤0.01%
+381
144 145
146
147 148