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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
3951
$1K ﹤0.01%
25
3952
$1K ﹤0.01%
28
3953
$1K ﹤0.01%
+14
3954
$1K ﹤0.01%
183
-92
3955
$1K ﹤0.01%
+132
3956
$1K ﹤0.01%
+51
3957
$1K ﹤0.01%
135
+61
3958
$1K ﹤0.01%
108
-57
3959
$1K ﹤0.01%
45
-128
3960
$1K ﹤0.01%
300
3961
$1K ﹤0.01%
270
-730
3962
$1K ﹤0.01%
64
+55
3963
$1K ﹤0.01%
687
3964
$1K ﹤0.01%
50
3965
$1K ﹤0.01%
27
3966
$1K ﹤0.01%
172
3967
$1K ﹤0.01%
442
+104
3968
$1K ﹤0.01%
645
-1,472
3969
$1K ﹤0.01%
100
3970
$1K ﹤0.01%
856
+100
3971
$1K ﹤0.01%
83
3972
$1K ﹤0.01%
117
+52
3973
$1K ﹤0.01%
124
3974
$1K ﹤0.01%
+36
3975
– –
0
157 158
159
160 161