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
+$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
3776
$2K ﹤0.01%
+229
3777
$2K ﹤0.01%
67
+25
3778
$2K ﹤0.01%
25
3779
$2K ﹤0.01%
500
3780
$2K ﹤0.01%
+39
3781
$2K ﹤0.01%
49
+21
3782
$2K ﹤0.01%
241
+141
3783
$2K ﹤0.01%
609
-26
3784
$2K ﹤0.01%
202
+121
3785
$2K ﹤0.01%
164
3786
$2K ﹤0.01%
60
-18
3787
$2K ﹤0.01%
44
+38
3788
$2K ﹤0.01%
+49
3789
$2K ﹤0.01%
357
3790
$2K ﹤0.01%
98
-4
3791
$2K ﹤0.01%
48
3792
$2K ﹤0.01%
131
3793
$2K ﹤0.01%
720
+369
3794
$2K ﹤0.01%
28
+15
3795
$2K ﹤0.01%
500
3796
$2K ﹤0.01%
1,000
3797
$2K ﹤0.01%
102
3798
$2K ﹤0.01%
35
3799
$2K ﹤0.01%
62
3800
$2K ﹤0.01%
240
150 151
152
153 154