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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
3776
$2K ﹤0.01%
142
3777
$2K ﹤0.01%
100
3778
$2K ﹤0.01%
536
-665
3779
$2K ﹤0.01%
15
3780
$2K ﹤0.01%
140
3781
$2K ﹤0.01%
41
-2
3782
$2K ﹤0.01%
199
3783
$2K ﹤0.01%
1,920
3784
$2K ﹤0.01%
163
-54
3785
$2K ﹤0.01%
+144
3786
$2K ﹤0.01%
200
3787
$2K ﹤0.01%
203
-10
3788
$2K ﹤0.01%
53
-27
3789
$2K ﹤0.01%
98
+92
3790
$2K ﹤0.01%
670
3791
$2K ﹤0.01%
176
-78
3792
$2K ﹤0.01%
+100
3793
$2K ﹤0.01%
200
3794
$2K ﹤0.01%
39
-14
3795
$2K ﹤0.01%
45
3796
$2K ﹤0.01%
954
3797
$2K ﹤0.01%
56
+36
3798
$2K ﹤0.01%
47
+13
3799
$2K ﹤0.01%
28
3800
$2K ﹤0.01%
213
+14
150 151
152
153 154