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
3776
$2K ﹤0.01%
61
-526
3777
$2K ﹤0.01%
266
3778
$2K ﹤0.01%
308
3779
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78
+3
3780
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700
3781
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215
+45
3782
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+147
3783
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3784
$2K ﹤0.01%
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-399
3785
$2K ﹤0.01%
487
-472
3786
$2K ﹤0.01%
237
+7
3787
$2K ﹤0.01%
+229
3788
$2K ﹤0.01%
67
+25
3789
$2K ﹤0.01%
25
3790
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500
3791
$2K ﹤0.01%
+39
3792
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49
+21
3793
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241
+141
3794
$2K ﹤0.01%
609
-26
3795
$2K ﹤0.01%
202
+121
3796
$2K ﹤0.01%
164
3797
$2K ﹤0.01%
60
-18
3798
$2K ﹤0.01%
44
+38
3799
$2K ﹤0.01%
48
3800
$2K ﹤0.01%
131
150 151
152
153 154