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
3801
$2K ﹤0.01%
2,008
-184
3802
$2K ﹤0.01%
199
3803
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123
3804
$2K ﹤0.01%
46
3805
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+39
3806
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620
-99
3807
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19
+7
3808
$2K ﹤0.01%
55
3809
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200
3810
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+753
3811
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55
+22
3812
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+500
3813
$2K ﹤0.01%
1,920
3814
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163
-54
3815
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+144
3816
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200
3817
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203
-10
3818
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53
-27
3819
$2K ﹤0.01%
+428
3820
$2K ﹤0.01%
94
+64
3821
$2K ﹤0.01%
528
+28
3822
$2K ﹤0.01%
35
+1
3823
$2K ﹤0.01%
30
3824
$2K ﹤0.01%
170
-149
3825
$2K ﹤0.01%
246
+46
151 152
153
154 155