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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
3826
$2K ﹤0.01%
200
3827
$2K ﹤0.01%
166
-9
3828
$2K ﹤0.01%
308
3829
$2K ﹤0.01%
78
+3
3830
$2K ﹤0.01%
79
+46
3831
$2K ﹤0.01%
215
+45
3832
$2K ﹤0.01%
206
+147
3833
$2K ﹤0.01%
110
+47
3834
$2K ﹤0.01%
289
-399
3835
$2K ﹤0.01%
487
-472
3836
$2K ﹤0.01%
25
3837
$2K ﹤0.01%
49
+21
3838
$2K ﹤0.01%
241
+141
3839
$2K ﹤0.01%
609
-26
3840
$2K ﹤0.01%
202
+121
3841
$2K ﹤0.01%
+49
3842
$2K ﹤0.01%
357
3843
$2K ﹤0.01%
48
3844
$2K ﹤0.01%
131
3845
$2K ﹤0.01%
720
+369
3846
$2K ﹤0.01%
1,000
3847
$2K ﹤0.01%
102
3848
$2K ﹤0.01%
240
3849
$2K ﹤0.01%
74
3850
$2K ﹤0.01%
259
+242
152 153
154
155 156