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
3851
$2K ﹤0.01%
+60
3852
$2K ﹤0.01%
40
3853
$2K ﹤0.01%
211
-4,367
3854
$2K ﹤0.01%
29
3855
$2K ﹤0.01%
155
+98
3856
$2K ﹤0.01%
38
3857
$2K ﹤0.01%
672
+632
3858
$2K ﹤0.01%
323
+22
3859
$2K ﹤0.01%
71
-114
3860
$2K ﹤0.01%
72
3861
$2K ﹤0.01%
333
3862
$2K ﹤0.01%
84
3863
$2K ﹤0.01%
71
+61
3864
$2K ﹤0.01%
500
3865
$2K ﹤0.01%
95
3866
$2K ﹤0.01%
40
3867
$2K ﹤0.01%
186
+54
3868
$2K ﹤0.01%
59
3869
$2K ﹤0.01%
39
+2
3870
$2K ﹤0.01%
226
+116
3871
$2K ﹤0.01%
+732
3872
$2K ﹤0.01%
39
-17
3873
$2K ﹤0.01%
208
-253
3874
$2K ﹤0.01%
58
-141
3875
$2K ﹤0.01%
+85
153 154
155
156 157