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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
4126
– –
-1,208
4127
$0 ﹤0.01%
2
4128
$0 ﹤0.01%
3
4129
– –
-500
4130
– –
-2,106
4131
$0 ﹤0.01%
24
4132
– –
-875
4133
– –
-570
4134
$0 ﹤0.01%
+22
4135
– –
-683
4136
– –
0
4137
– –
-93
4138
– –
-500
4139
– –
-31
4140
– –
-67
4141
– –
-1,511
4142
$0 ﹤0.01%
17
4143
$0 ﹤0.01%
+6
4144
$0 ﹤0.01%
+92
4145
– –
-39
4146
$0 ﹤0.01%
48
4147
$0 ﹤0.01%
10
4148
$0 ﹤0.01%
54
-3,946
4149
– –
0
4150
– –
-303
164 165
166
167 168