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
4051
$1K ﹤0.01%
16
+4
4052
$1K ﹤0.01%
31
4053
$1K ﹤0.01%
100
4054
$1K ﹤0.01%
52
-1,311
4055
$1K ﹤0.01%
76
4056
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+31
4057
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19
4058
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407
4059
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13
4060
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18
-46
4061
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34
+18
4062
$1K ﹤0.01%
54
4063
$1K ﹤0.01%
14
4064
$1K ﹤0.01%
380
4065
$1K ﹤0.01%
+212
4066
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216
+142
4067
$1K ﹤0.01%
357
4068
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51
+1
4069
$1K ﹤0.01%
+117
4070
$1K ﹤0.01%
13
+3
4071
$1K ﹤0.01%
+41
4072
$1K ﹤0.01%
21
-75
4073
$1K ﹤0.01%
29
4074
$1K ﹤0.01%
20
4075
$1K ﹤0.01%
16
161 162
163
164 165