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
3951
$1K ﹤0.01%
+213
3952
$1K ﹤0.01%
17
3953
$1K ﹤0.01%
61
+6
3954
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60
3955
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118
3956
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14
3957
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164
-836
3958
$1K ﹤0.01%
1,399
+115
3959
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183
3960
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36
-17
3961
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30
3962
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267
-215
3963
– –
0
3964
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421
3965
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+50
3966
$1K ﹤0.01%
125
3967
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31
3968
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+139
3969
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25
3970
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60
3971
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131
+107
3972
$1K ﹤0.01%
+10
3973
$1K ﹤0.01%
148
-2,397
3974
$1K ﹤0.01%
597
+561
3975
$1K ﹤0.01%
850
157 158
159
160 161