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
3876
$2K ﹤0.01%
49
-6
3877
$2K ﹤0.01%
205
-99
3878
$2K ﹤0.01%
1,500
3879
$2K ﹤0.01%
60
3880
$2K ﹤0.01%
129
3881
$2K ﹤0.01%
27
3882
$2K ﹤0.01%
43
3883
$2K ﹤0.01%
40
3884
$2K ﹤0.01%
200
3885
$1K ﹤0.01%
1,594
3886
$1K ﹤0.01%
14
-158
3887
$1K ﹤0.01%
154
3888
$1K ﹤0.01%
27
3889
$1K ﹤0.01%
35
-12
3890
$1K ﹤0.01%
+86
3891
$1K ﹤0.01%
442
+104
3892
$1K ﹤0.01%
645
-1,472
3893
$1K ﹤0.01%
100
3894
$1K ﹤0.01%
200
3895
$1K ﹤0.01%
856
+100
3896
$1K ﹤0.01%
83
3897
$1K ﹤0.01%
117
+52
3898
$1K ﹤0.01%
124
3899
$1K ﹤0.01%
10
+2
3900
$1K ﹤0.01%
25
154 155
156
157 158