Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
+$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
3876
$2K ﹤0.01%
155
+98
3877
$2K ﹤0.01%
38
3878
$2K ﹤0.01%
672
+632
3879
$2K ﹤0.01%
323
+22
3880
$2K ﹤0.01%
71
-114
3881
$2K ﹤0.01%
72
3882
$2K ﹤0.01%
333
3883
$2K ﹤0.01%
84
3884
$2K ﹤0.01%
71
+61
3885
$1K ﹤0.01%
52
-372
3886
$1K ﹤0.01%
12
3887
$1K ﹤0.01%
145
3888
$1K ﹤0.01%
50
+43
3889
$1K ﹤0.01%
1,594
3890
$1K ﹤0.01%
+283
3891
$1K ﹤0.01%
203
3892
$1K ﹤0.01%
155
3893
$1K ﹤0.01%
34
3894
$1K ﹤0.01%
186
3895
$1K ﹤0.01%
16
+2
3896
$1K ﹤0.01%
14
-86
3897
$1K ﹤0.01%
+55
3898
$1K ﹤0.01%
494
3899
$1K ﹤0.01%
1,350
3900
$1K ﹤0.01%
4
154 155
156
157 158