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
4001
$1K ﹤0.01%
148
-99
4002
$1K ﹤0.01%
153
-20
4003
$1K ﹤0.01%
34
4004
$1K ﹤0.01%
+62
4005
$1K ﹤0.01%
+21
4006
$1K ﹤0.01%
+125
4007
$1K ﹤0.01%
137
-58
4008
$1K ﹤0.01%
21
-21
4009
$1K ﹤0.01%
50
4010
$1K ﹤0.01%
41
4011
$1K ﹤0.01%
+85
4012
$1K ﹤0.01%
13
4013
$1K ﹤0.01%
99
+70
4014
$1K ﹤0.01%
101
4015
$1K ﹤0.01%
31
4016
$1K ﹤0.01%
229
-383
4017
$1K ﹤0.01%
51
4018
$1K ﹤0.01%
54
-33
4019
$1K ﹤0.01%
90
+6
4020
$1K ﹤0.01%
117
+27
4021
$1K ﹤0.01%
+18
4022
$1K ﹤0.01%
+60
4023
$1K ﹤0.01%
22
4024
$1K ﹤0.01%
4
+1
4025
$1K ﹤0.01%
23
+19
159 160
161
162 163