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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
4201
– –
-62
4202
– –
0
4203
– –
-6
4204
$0 ﹤0.01%
1
-77,964
4205
$0 ﹤0.01%
6
4206
– –
-208
4207
$0 ﹤0.01%
11
+10
4208
$0 ﹤0.01%
1
4209
– –
-3,852
4210
– –
-750
4211
$0 ﹤0.01%
1
4212
$0 ﹤0.01%
15
-1
4213
$0 ﹤0.01%
+166
4214
– –
-127
4215
– –
-1,746
4216
– –
-200
4217
– –
-511
4218
$0 ﹤0.01%
31
4219
$0 ﹤0.01%
+14
4220
– –
-206
4221
$0 ﹤0.01%
+65
4222
– –
-9,091
4223
– –
-53
4224
– –
-5,000
4225
– –
-117
167 168
169
170 171