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
3826
$2K ﹤0.01%
140
+121
3827
$2K ﹤0.01%
+75
3828
$2K ﹤0.01%
98
+92
3829
$2K ﹤0.01%
670
3830
$2K ﹤0.01%
176
-78
3831
$2K ﹤0.01%
+100
3832
$2K ﹤0.01%
200
3833
$2K ﹤0.01%
39
-14
3834
$2K ﹤0.01%
45
3835
$2K ﹤0.01%
954
3836
$2K ﹤0.01%
56
+36
3837
$2K ﹤0.01%
47
+13
3838
$2K ﹤0.01%
850
3839
$2K ﹤0.01%
213
+14
3840
$2K ﹤0.01%
120
3841
$2K ﹤0.01%
50
3842
$2K ﹤0.01%
624
3843
$2K ﹤0.01%
157
-1,264
3844
$2K ﹤0.01%
100
-200
3845
$2K ﹤0.01%
+515
3846
$2K ﹤0.01%
84
+28
3847
$2K ﹤0.01%
327
3848
$2K ﹤0.01%
4,000
-97
3849
$2K ﹤0.01%
+475
3850
$2K ﹤0.01%
175
152 153
154
155 156