We are live on ! Find out more
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
3901
$1K ﹤0.01%
+38
3902
$1K ﹤0.01%
165
3903
$1K ﹤0.01%
107
+30
3904
$1K ﹤0.01%
11
-74
3905
$1K ﹤0.01%
148
-99
3906
$1K ﹤0.01%
+21
3907
$1K ﹤0.01%
+125
3908
$1K ﹤0.01%
137
-58
3909
$1K ﹤0.01%
21
-21
3910
$1K ﹤0.01%
50
3911
$1K ﹤0.01%
41
3912
$1K ﹤0.01%
+85
3913
$1K ﹤0.01%
101
3914
$1K ﹤0.01%
31
3915
$1K ﹤0.01%
229
-383
3916
$1K ﹤0.01%
51
3917
$1K ﹤0.01%
54
-33
3918
$1K ﹤0.01%
4
+1
3919
$1K ﹤0.01%
+1
3920
$1K ﹤0.01%
200
3921
$1K ﹤0.01%
+100
3922
$1K ﹤0.01%
50
+43
3923
$1K ﹤0.01%
203
3924
$1K ﹤0.01%
155
3925
$1K ﹤0.01%
34
155 156
157
158 159