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
3926
$1K ﹤0.01%
+75
3927
$1K ﹤0.01%
100
3928
$1K ﹤0.01%
29
+24
3929
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29
-40
3930
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+48
3931
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+91
3932
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241
+207
3933
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58
3934
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53
3935
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+36
3936
$1K ﹤0.01%
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3937
$1K ﹤0.01%
100
3938
$1K ﹤0.01%
50
-40
3939
$1K ﹤0.01%
318
-436
3940
$1K ﹤0.01%
81
3941
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16
3942
$1K ﹤0.01%
+56
3943
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31
+9
3944
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3945
$1K ﹤0.01%
182
3946
$1K ﹤0.01%
40
+4
3947
$1K ﹤0.01%
176
-263
3948
$1K ﹤0.01%
52
-62
3949
$1K ﹤0.01%
234
+203
3950
$1K ﹤0.01%
+26
156 157
158
159 160