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
3776
$2K ﹤0.01%
35
3777
$2K ﹤0.01%
62
3778
$2K ﹤0.01%
240
3779
$2K ﹤0.01%
74
3780
$2K ﹤0.01%
259
+242
3781
$2K ﹤0.01%
300
-32
3782
$2K ﹤0.01%
228
-89
3783
$2K ﹤0.01%
60
3784
$2K ﹤0.01%
+125
3785
$2K ﹤0.01%
142
3786
$2K ﹤0.01%
44
3787
$2K ﹤0.01%
220
-19
3788
$2K ﹤0.01%
+94
3789
$2K ﹤0.01%
424
3790
$2K ﹤0.01%
100
3791
$2K ﹤0.01%
139
+5
3792
$2K ﹤0.01%
125
3793
$2K ﹤0.01%
+178
3794
$2K ﹤0.01%
536
-665
3795
$2K ﹤0.01%
15
3796
$2K ﹤0.01%
140
3797
$2K ﹤0.01%
323
-735
3798
$2K ﹤0.01%
76
-14
3799
$2K ﹤0.01%
41
-2
3800
$2K ﹤0.01%
36
150 151
152
153 154