We are live on ! Find out more
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
4251
$0 ﹤0.01%
9
4252
– –
-2,013
4253
– –
-418
4254
– –
-477
4255
$0 ﹤0.01%
60
4256
$0 ﹤0.01%
7
4257
$0 ﹤0.01%
16
4258
$0 ﹤0.01%
+102
4259
$0 ﹤0.01%
13
+2
4260
$0 ﹤0.01%
17
4261
– –
-499
4262
– –
-3,457
4263
– –
-87
4264
– –
-267
4265
– –
-26,931
4266
– –
-100
4267
– –
-862
4268
– –
-681
4269
– –
-2
4270
– –
-2
4271
– –
-1,077
4272
– –
-87
4273
– –
-111
4274
– –
-27,292
4275
– –
-750
169 170
171
172 173