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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
4076
$1K ﹤0.01%
20
4077
$1K ﹤0.01%
86
+15
4078
$1K ﹤0.01%
27
+19
4079
$1K ﹤0.01%
50
4080
$1K ﹤0.01%
132
4081
$1K ﹤0.01%
124
+42
4082
$1K ﹤0.01%
66
4083
$1K ﹤0.01%
71
+25
4084
$1K ﹤0.01%
60
-9
4085
$1K ﹤0.01%
39
4086
$1K ﹤0.01%
50
4087
$1K ﹤0.01%
138
-1,063
4088
$1K ﹤0.01%
100
4089
$1K ﹤0.01%
126
4090
$1K ﹤0.01%
95
-176
4091
$1K ﹤0.01%
74
-345
4092
$1K ﹤0.01%
+75
4093
$1K ﹤0.01%
100
4094
$1K ﹤0.01%
29
+24
4095
$1K ﹤0.01%
+91
4096
$1K ﹤0.01%
58
4097
$1K ﹤0.01%
53
4098
$1K ﹤0.01%
+119
4099
$1K ﹤0.01%
100
4100
$1K ﹤0.01%
50
-40
162 163
164
165 166