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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
3801
$2K ﹤0.01%
120
3802
$2K ﹤0.01%
50
3803
$2K ﹤0.01%
624
3804
$2K ﹤0.01%
157
-1,264
3805
$2K ﹤0.01%
100
-200
3806
$2K ﹤0.01%
+515
3807
$2K ﹤0.01%
84
+28
3808
$2K ﹤0.01%
10
3809
$2K ﹤0.01%
211
-4,367
3810
$2K ﹤0.01%
38
3811
$2K ﹤0.01%
672
+632
3812
$2K ﹤0.01%
186
+54
3813
$2K ﹤0.01%
+732
3814
$2K ﹤0.01%
39
-17
3815
$2K ﹤0.01%
43
3816
$2K ﹤0.01%
123
3817
$2K ﹤0.01%
46
3818
$2K ﹤0.01%
+39
3819
$2K ﹤0.01%
620
-99
3820
$2K ﹤0.01%
19
+7
3821
$2K ﹤0.01%
50
3822
$2K ﹤0.01%
353
-347
3823
$2K ﹤0.01%
263
+108
3824
$2K ﹤0.01%
73
3825
$2K ﹤0.01%
6
+5
151 152
153
154 155