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
3726
$3K ﹤0.01%
2,221
+1,807
3727
$3K ﹤0.01%
462
+438
3728
$3K ﹤0.01%
251
-511
3729
$3K ﹤0.01%
116
3730
$3K ﹤0.01%
100
3731
$2K ﹤0.01%
50
3732
$2K ﹤0.01%
353
-347
3733
$2K ﹤0.01%
263
+108
3734
$2K ﹤0.01%
73
3735
$2K ﹤0.01%
6
+5
3736
$2K ﹤0.01%
47
-13
3737
$2K ﹤0.01%
200
3738
$2K ﹤0.01%
166
-9
3739
$2K ﹤0.01%
61
-526
3740
$2K ﹤0.01%
266
3741
$2K ﹤0.01%
308
3742
$2K ﹤0.01%
78
+3
3743
$2K ﹤0.01%
700
3744
$2K ﹤0.01%
79
+46
3745
$2K ﹤0.01%
420
+385
3746
$2K ﹤0.01%
215
+45
3747
$2K ﹤0.01%
206
+147
3748
$2K ﹤0.01%
110
+47
3749
$2K ﹤0.01%
289
-399
3750
$2K ﹤0.01%
487
-472
148 149
150
151 152