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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
3651
$3K ﹤0.01%
251
-511
3652
$3K ﹤0.01%
116
3653
$3K ﹤0.01%
334
-1,500
3654
$3K ﹤0.01%
54
+4
3655
$3K ﹤0.01%
403
+262
3656
$3K ﹤0.01%
38
+15
3657
$3K ﹤0.01%
157
3658
$3K ﹤0.01%
+100
3659
$3K ﹤0.01%
1,643
-1,719
3660
$3K ﹤0.01%
81
+15
3661
$3K ﹤0.01%
36
-6
3662
$3K ﹤0.01%
618
+177
3663
$3K ﹤0.01%
1,783
3664
$3K ﹤0.01%
+51
3665
$3K ﹤0.01%
796
+40
3666
$3K ﹤0.01%
496
+93
3667
$3K ﹤0.01%
34
-94
3668
$3K ﹤0.01%
+1,000
3669
$3K ﹤0.01%
350
3670
$3K ﹤0.01%
124
3671
$3K ﹤0.01%
389
+364
3672
$3K ﹤0.01%
+43
3673
$3K ﹤0.01%
250
+100
3674
$3K ﹤0.01%
70
3675
$3K ﹤0.01%
115
145 146
147
148 149