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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
3876
$2K ﹤0.01%
246
+46
3877
$2K ﹤0.01%
140
+121
3878
$2K ﹤0.01%
+75
3879
$2K ﹤0.01%
327
3880
$2K ﹤0.01%
200
-5
3881
$2K ﹤0.01%
+475
3882
$2K ﹤0.01%
183
3883
$2K ﹤0.01%
+60
3884
$2K ﹤0.01%
29
3885
$1K ﹤0.01%
148
-2,397
3886
$1K ﹤0.01%
200
-939
3887
$1K ﹤0.01%
+100
3888
$1K ﹤0.01%
+10
3889
$1K ﹤0.01%
35
3890
$1K ﹤0.01%
23
-144
3891
$1K ﹤0.01%
26
3892
$1K ﹤0.01%
52
3893
$1K ﹤0.01%
+33
3894
$1K ﹤0.01%
450
3895
$1K ﹤0.01%
57
-3
3896
$1K ﹤0.01%
327
-67
3897
$1K ﹤0.01%
+115
3898
$1K ﹤0.01%
106
+17
3899
$1K ﹤0.01%
49
3900
$1K ﹤0.01%
+63
154 155
156
157 158