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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
3926
$1K ﹤0.01%
186
3927
$1K ﹤0.01%
16
+2
3928
$1K ﹤0.01%
14
-86
3929
$1K ﹤0.01%
+55
3930
$1K ﹤0.01%
52
-1,311
3931
$1K ﹤0.01%
76
3932
$1K ﹤0.01%
+31
3933
$1K ﹤0.01%
19
3934
$1K ﹤0.01%
407
3935
$1K ﹤0.01%
18
-46
3936
$1K ﹤0.01%
54
3937
$1K ﹤0.01%
20
3938
$1K ﹤0.01%
16
3939
$1K ﹤0.01%
501
-200
3940
$1K ﹤0.01%
24
+18
3941
$1K ﹤0.01%
256
3942
$1K ﹤0.01%
36
+8
3943
$1K ﹤0.01%
92
3944
$1K ﹤0.01%
42
-733
3945
$1K ﹤0.01%
120
3946
$1K ﹤0.01%
32
-10,386
3947
$1K ﹤0.01%
100
3948
$1K ﹤0.01%
31
3949
$1K ﹤0.01%
40
3950
$1K ﹤0.01%
88
-620
156 157
158
159 160