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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
3626
$3K ﹤0.01%
315
3627
$3K ﹤0.01%
101
3628
$3K ﹤0.01%
+381
3629
$3K ﹤0.01%
422
+101
3630
$3K ﹤0.01%
377
3631
$3K ﹤0.01%
206
-17
3632
$3K ﹤0.01%
210
+10
3633
$3K ﹤0.01%
411
3634
$3K ﹤0.01%
+100
3635
$3K ﹤0.01%
102
3636
$3K ﹤0.01%
389
+299
3637
$3K ﹤0.01%
49
+11
3638
$3K ﹤0.01%
177
3639
$3K ﹤0.01%
+112
3640
$3K ﹤0.01%
260
3641
$3K ﹤0.01%
42
3642
$3K ﹤0.01%
143
3643
$3K ﹤0.01%
39
3644
$3K ﹤0.01%
277
+133
3645
$3K ﹤0.01%
215
-27
3646
$3K ﹤0.01%
1,050
3647
$3K ﹤0.01%
36
-2
3648
$3K ﹤0.01%
63
-7
3649
$3K ﹤0.01%
46
+38
3650
$3K ﹤0.01%
269
+190
144 145
146
147 148