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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
3751
$2K ﹤0.01%
129
3752
$2K ﹤0.01%
27
3753
$2K ﹤0.01%
40
3754
$2K ﹤0.01%
200
3755
$2K ﹤0.01%
420
+385
3756
$2K ﹤0.01%
47
-13
3757
$2K ﹤0.01%
61
-526
3758
$2K ﹤0.01%
266
3759
$2K ﹤0.01%
700
3760
$2K ﹤0.01%
237
+7
3761
$2K ﹤0.01%
+229
3762
$2K ﹤0.01%
67
+25
3763
$2K ﹤0.01%
500
3764
$2K ﹤0.01%
+39
3765
$2K ﹤0.01%
164
3766
$2K ﹤0.01%
60
-18
3767
$2K ﹤0.01%
44
+38
3768
$2K ﹤0.01%
98
-4
3769
$2K ﹤0.01%
+79
3770
$2K ﹤0.01%
92
+33
3771
$2K ﹤0.01%
28
+15
3772
$2K ﹤0.01%
500
3773
$2K ﹤0.01%
35
3774
$2K ﹤0.01%
62
3775
$2K ﹤0.01%
300
-32
149 150
151
152 153