Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
3751
$2K ﹤0.01%
129
3752
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27
3753
$2K ﹤0.01%
43
3754
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40
3755
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3756
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+49
3757
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357
3758
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98
-4
3759
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3760
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79
+46
3761
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620
-99
3762
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+7
3763
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3764
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246
+46
3765
$2K ﹤0.01%
333
3766
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420
+385
3767
$2K ﹤0.01%
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3768
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3769
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353
-347
3770
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263
+108
3771
$2K ﹤0.01%
73
3772
$2K ﹤0.01%
6
+5
3773
$2K ﹤0.01%
47
-13
3774
$2K ﹤0.01%
200
3775
$2K ﹤0.01%
166
-9
149 150
151
152 153