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
4351
– –
-200
4352
$0 ﹤0.01%
+18
4353
$0 ﹤0.01%
33
4354
$0 ﹤0.01%
+1
4355
– –
0
4356
$0 ﹤0.01%
31
4357
$0 ﹤0.01%
+27
4358
$0 ﹤0.01%
13
4359
$0 ﹤0.01%
+12
4360
$0 ﹤0.01%
8
4361
– –
-538
4362
$0 ﹤0.01%
2
-797
4363
$0 ﹤0.01%
450
4364
– –
0
4365
$0 ﹤0.01%
11
-22
4366
$0 ﹤0.01%
+45
4367
– –
-135
4368
– –
-190
4369
$0 ﹤0.01%
100
4370
$0 ﹤0.01%
+2
4371
– –
-87
4372
– –
-40
4373
$0 ﹤0.01%
10
4374
$0 ﹤0.01%
+6
4375
– –
-86
173 174
175
176 177