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
3901
$1K ﹤0.01%
149
3902
$1K ﹤0.01%
293
+172
3903
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622
3904
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3906
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141
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3907
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3908
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3909
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86
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3910
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250
+12
3911
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3912
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3914
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3915
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124
+42
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3918
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-9
3919
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3920
$1K ﹤0.01%
50
3921
$1K ﹤0.01%
138
-1,063
3922
$1K ﹤0.01%
100
3923
$1K ﹤0.01%
126
3924
$1K ﹤0.01%
95
-176
3925
$1K ﹤0.01%
74
-345
155 156
157
158 159