Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
+$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
3976
$1K ﹤0.01%
27
3977
$1K ﹤0.01%
172
3978
$1K ﹤0.01%
+86
3979
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442
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3980
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645
-1,472
3981
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3983
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856
+100
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10
+2
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3989
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149
3990
$1K ﹤0.01%
293
+172
3991
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3992
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+7
3993
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+36
3994
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229
-383
3995
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64
3996
$1K ﹤0.01%
+67
3997
$1K ﹤0.01%
141
+16
3998
$1K ﹤0.01%
96
-492
3999
$1K ﹤0.01%
20
4000
$1K ﹤0.01%
86
+15
158 159
160
161 162