We are live on ! Find out more
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
4026
$1K ﹤0.01%
+21
4027
$1K ﹤0.01%
1,000
4028
$1K ﹤0.01%
52
-372
4029
$1K ﹤0.01%
12
4030
$1K ﹤0.01%
145
4031
$1K ﹤0.01%
1,594
4032
$1K ﹤0.01%
+283
4033
$1K ﹤0.01%
4
4034
$1K ﹤0.01%
427
4035
$1K ﹤0.01%
80
4036
$1K ﹤0.01%
16
+4
4037
$1K ﹤0.01%
31
4038
$1K ﹤0.01%
100
4039
$1K ﹤0.01%
13
4040
$1K ﹤0.01%
34
+18
4041
$1K ﹤0.01%
14
4042
$1K ﹤0.01%
380
4043
$1K ﹤0.01%
+212
4044
$1K ﹤0.01%
216
+142
4045
$1K ﹤0.01%
14
-158
4046
$1K ﹤0.01%
154
4047
$1K ﹤0.01%
27
4048
$1K ﹤0.01%
35
-12
4049
$1K ﹤0.01%
357
4050
$1K ﹤0.01%
51
+1
160 161
162
163 164