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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
4001
$1K ﹤0.01%
234
+203
4002
$1K ﹤0.01%
+26
4003
$1K ﹤0.01%
61
+6
4004
$1K ﹤0.01%
164
-836
4005
$1K ﹤0.01%
25
4006
$1K ﹤0.01%
+10
4007
$1K ﹤0.01%
597
+561
4008
$1K ﹤0.01%
850
4009
$1K ﹤0.01%
181
4010
$1K ﹤0.01%
104
-57
4011
$1K ﹤0.01%
+55
4012
$1K ﹤0.01%
35
+28
4013
$1K ﹤0.01%
35
4014
$1K ﹤0.01%
9
-10
4015
$1K ﹤0.01%
153
-20
4016
$1K ﹤0.01%
34
4017
$1K ﹤0.01%
+62
4018
$1K ﹤0.01%
13
4019
$1K ﹤0.01%
99
+70
4020
$1K ﹤0.01%
90
+6
4021
$1K ﹤0.01%
117
+27
4022
$1K ﹤0.01%
+18
4023
$1K ﹤0.01%
+60
4024
$1K ﹤0.01%
22
4025
$1K ﹤0.01%
+50
159 160
161
162 163