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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
4276
$0 ﹤0.01%
17
4277
$0 ﹤0.01%
2
4278
$0 ﹤0.01%
+460
4279
$0 ﹤0.01%
+1,112
4280
– –
-275
4281
$0 ﹤0.01%
31
4282
– –
-61
4283
– –
-890
4284
– –
-5,770
4285
– –
-3
4286
– –
-88
4287
– –
-6
4288
$0 ﹤0.01%
+1
4289
– –
-27
4290
$0 ﹤0.01%
6
4291
– –
-13
4292
$0 ﹤0.01%
3
4293
$0 ﹤0.01%
+117
4294
$0 ﹤0.01%
+20
4295
$0 ﹤0.01%
+4
4296
$0 ﹤0.01%
9
4297
$0 ﹤0.01%
18
4298
– –
-551
4299
– –
-9,670
4300
$0 ﹤0.01%
6
-52
170 171
172
173 174