We are live on ! Find out more
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
3676
$3K ﹤0.01%
900
-1,200
3677
$3K ﹤0.01%
+61
3678
$3K ﹤0.01%
42
3679
$3K ﹤0.01%
+95
3680
$3K ﹤0.01%
221
-213
3681
$3K ﹤0.01%
149
-201
3682
$3K ﹤0.01%
133
3683
$3K ﹤0.01%
85
3684
$3K ﹤0.01%
321
-253
3685
$3K ﹤0.01%
216
3686
$3K ﹤0.01%
278
+266
3687
$3K ﹤0.01%
189
3688
$3K ﹤0.01%
74
3689
$3K ﹤0.01%
194
3690
$3K ﹤0.01%
762
+16
3691
$3K ﹤0.01%
210
3692
$3K ﹤0.01%
7,290
-50
3693
$3K ﹤0.01%
1,174
-93
3694
$3K ﹤0.01%
323
+93
3695
$3K ﹤0.01%
88
3696
$3K ﹤0.01%
483
-980
3697
$3K ﹤0.01%
135
-927
3698
$3K ﹤0.01%
200
-300
3699
$3K ﹤0.01%
233
-26
3700
$3K ﹤0.01%
+500
146 147
148
149 150