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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
3701
$3K ﹤0.01%
38
+26
3702
$3K ﹤0.01%
147
3703
$3K ﹤0.01%
1,160
+500
3704
$3K ﹤0.01%
80
-145
3705
$3K ﹤0.01%
135
+52
3706
$3K ﹤0.01%
601
-502
3707
$3K ﹤0.01%
198
+40
3708
$3K ﹤0.01%
563
3709
$3K ﹤0.01%
640
3710
$3K ﹤0.01%
385
+197
3711
$3K ﹤0.01%
198
3712
$3K ﹤0.01%
101
3713
$3K ﹤0.01%
+27
3714
$3K ﹤0.01%
41
+16
3715
$3K ﹤0.01%
92
3716
$3K ﹤0.01%
137
-379
3717
$3K ﹤0.01%
944
+267
3718
$3K ﹤0.01%
+176
3719
$3K ﹤0.01%
331
3720
$3K ﹤0.01%
59
-11
3721
$3K ﹤0.01%
137
3722
$3K ﹤0.01%
107
3723
$3K ﹤0.01%
440
+268
3724
$3K ﹤0.01%
44
+23
3725
$3K ﹤0.01%
4,516
147 148
149
150 151