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
4076
$1K ﹤0.01%
5
4077
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0
4078
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501
-200
4079
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24
+18
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107
4083
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4084
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4085
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4086
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64
4087
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43
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36
+8
4089
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4090
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+145
4091
$1K ﹤0.01%
42
-733
4092
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4093
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16
-5,193
4094
$1K ﹤0.01%
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4095
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4096
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40
4097
$1K ﹤0.01%
88
-620
4098
$1K ﹤0.01%
25
4099
$1K ﹤0.01%
28
4100
$1K ﹤0.01%
+14
162 163
164
165 166