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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
4101
$1K ﹤0.01%
318
-436
4102
$1K ﹤0.01%
81
4103
$1K ﹤0.01%
16
4104
$1K ﹤0.01%
+56
4105
$1K ﹤0.01%
31
+9
4106
$1K ﹤0.01%
+86
4107
$1K ﹤0.01%
182
4108
$1K ﹤0.01%
40
+4
4109
$1K ﹤0.01%
176
-263
4110
$1K ﹤0.01%
52
-62
4111
$1K ﹤0.01%
+213
4112
$1K ﹤0.01%
17
4113
$1K ﹤0.01%
60
4114
$1K ﹤0.01%
118
4115
$1K ﹤0.01%
14
4116
$1K ﹤0.01%
1,399
+115
4117
$1K ﹤0.01%
183
4118
$1K ﹤0.01%
36
-17
4119
$1K ﹤0.01%
30
4120
$1K ﹤0.01%
267
-215
4121
$1K ﹤0.01%
60
4122
$1K ﹤0.01%
131
+107
4123
– –
-9,725
4124
– –
-3,591
4125
– –
0
163 164
165
166 167